Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Graham is a financial advisor with over 30 years of experience. Todd is registered with LPL Financial LLC in Sinking Spring, PA. Todd also has previous experience with H. Beck, Inc., Hornor, Townsend & Kent, Inc., and 1717 Capital Management Company. Todd is a Series 6, 7, 62, 63, and 66 licensed professional. Todd offers a range of services including financial planning, consulting, and portfolio management for individuals and businesses.
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
PA
06/15/2023 - Present
LPL Financial LLC (SINKING SPRING PA)
PA
01/07/2011 - 12/23/2019
H. BECK, INC. (SINKING SPRING PA)
PA
06/08/2001 - 12/31/2010
HORNOR, TOWNSEND & KENT, INC. (SINKING SPRING PA)
PA
07/31/1996 - 06/01/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
DE
01/05/1993 - 06/10/1996
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 06/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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