Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Manning Walker is a financial advisor with Vanderbilt Advisory Services. Todd has been in the industry since 2004 and holds both Series 66 and Series 7 licenses. Todd is registered to provide investment advisory services in Texas and Vermont. Previous to joining Vanderbilt Advisory Services, Todd was with FINANCIAL WEST GROUP. In addition to his duties at Vanderbilt Advisory Services, Todd is also a board member of 4WINDS NATURE INSTITUTE, the founder of GREENVEST, and a trustee of the Paul C. Walker Special Trust.
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.
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.
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2
VT
07/10/2017 - Present
Vanderbilt Advisory Services (WELLS VT)
VT
06/02/2004 - 07/06/2017
FINANCIAL WEST GROUP (WELLS VT)
BOTH
Issued 07/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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