Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Mitchell Harper is a financial advisor with over 20 years of experience in the industry. Todd has been registered with LPL Financial LLC since July 2021, previously working with Waddell & Reed and Merrill Lynch. Todd holds Series 7 and 66 licenses and is a Certified Financial Planner. Todd is passionate about helping individuals and families achieve their financial goals.
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
FL
07/21/2021 - Present
LPL Financial LLC (TALLAHASSEE FL)
FL
08/24/2012 - 07/21/2021
WADDELL & REED (TALLAHASSEE FL)
FL
10/26/2007 - 08/27/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TALLAHASSEE FL)
FL
11/28/2002 - 11/02/2007
A. G. EDWARDS & SONS, INC. (TALLAHASSEE FL)
BOTH
Issued 12/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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