Unclaimed
Todd Michael Wickwire is an investment advisor representative with Homrich Berg. Todd Michael Wickwire has been in the industry since 1993. Todd Michael Wickwire is registered with the state of Maryland and holds FINRA Series 63, 65, 7, 24, 62, and 87 licenses. Todd Michael Wickwire specializes in advising high-net-worth individuals, investment companies, corporations, and charitable organizations. Todd Michael Wickwire is also an adjunct professor at Loyola University Maryland. Prior to joining Homrich Berg, Todd Michael Wickwire was employed by Wells Fargo Securities, LLC, Wachovia Securities, LLC, First Union Capital Markets Corp., BT Alex. Brown Incorporated, and Alex. Brown & Sons Incorporated.
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.
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.
Strategic management for diversified investment portfolios.
Bill pay 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.
A percentage of the total value of assets under management is charged.
1
2
GA
01/31/2025 - Present
Homrich Berg (ATLANTA GA)
MD
07/01/2003 - 02/07/2019
WELLS FARGO SECURITIES, LLC (BALTIMORE MD)
MO
10/01/1999 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
04/28/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
MD
09/01/1997 - 04/28/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
11/19/1993 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 02/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1993
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
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