Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Louis Jones is a financial advisor registered with Captrust and has been in the industry since 2000. Todd Louis Jones holds a Series 7, 6, 63, and 66 securities licenses as well as the Series SIE. Todd Louis Jones is also a Certified Financial Planner and specializes in Retirement Planning, College Savings Plans, Estate Planning, and Business Succession Planning. Todd Louis Jones has been with Captrust since 2003 and is dedicated to providing his clients with personalized financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
04/15/2015 - Present
Captrust (RALEIGH NC)
MO
06/15/2002 - 10/17/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NC
02/27/2001 - 06/15/2002
CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)
MA
12/24/1998 - 02/18/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/24/1998 - 02/18/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 03/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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