Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Andre is an investment advisor representative with LPL Financial LLC. Todd is a Series 7, Series 66 and SIE licensed professional with over 16 years of experience in the financial services industry. Todd has been with LPL Financial LLC since 2017, previously working at Investment Centers of America, Inc. Todd is licensed to provide investment advice in 27 states, including Texas, Colorado and California. Todd offers a range of services, including financial planning, portfolio management, and other non-discretionary advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
12/03/2018 - Present
LPL Financial LLC (GREELEY CO)
CO
12/20/2016 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (GREELY CO)
BOTH
Issued 10/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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