Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Phelan is an experienced financial advisor with over 24 years in the industry. Todd is currently registered with Cambridge Investment Research Advisors, Inc. and has previous experience with SunTrust Robinson Humphrey, Inc. and SunTrust Capital Markets, Inc. Todd holds Series 63, 66, and 7 licenses as well as the SIE designation. Todd specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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
AL
01/12/2021 - Present
Cambridge Investment Research Advisors, Inc. (Auburn AL)
GA
01/02/1998 - 06/24/2020
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
GA
11/21/1997 - 01/02/1998
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
BOTH
Issued 01/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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