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 Harris is a financial advisor with Cambridge Investment Research Advisors, Inc. Todd has been in the financial industry since 2003. Todd is registered in Arkansas, Delaware, Pennsylvania, Texas, and Virginia. Todd offers financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for individuals and businesses. Todd is also registered as an independent insurance agent for various independent insurance companies.
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.
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.
Solicitation fees from 3rd party money managers
1
2
TX
07/22/2011 - Present
Cambridge Investment Research Advisors, Inc. (Bellaire TX)
TX
09/02/2004 - 07/26/2011
MML INVESTORS SERVICES, LLC (HOUSTON TX)
IN
09/17/2003 - 09/07/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/17/2003 - 09/07/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 09/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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