Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Bury is a financial advisor with over 29 years of experience in the financial services industry. Todd is currently registered with LPL Financial LLC in both Ohio and Texas, and he is also registered as an Investment Advisor in Ohio and Texas. Todd holds FINRA Series 6, 7, 63 and 65 licenses, as well as the SIE. Before joining LPL Financial LLC, Todd was registered with OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., and AMERICAN GENERAL SECURITIES INCORPORATED. Todd provides 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.
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2
OH
08/27/2024 - Present
LPL Financial LLC (YOUNGSTOWN OH)
OH
09/01/2023 - 09/01/2024
OSAIC WEALTH, INC. (YOUNGSTOWN OH)
OH
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (YOUNGSTOWN OH)
OH
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (POLAND OH)
TX
07/15/1994 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 09/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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