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Todd Owen Pettibon

Toth Financial Advisory Corp.

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About Todd Owen Pettibon

Todd Owen Pettibon is an Investment Adviser Representative with Toth Financial Advisory Corp., Todd Owen Pettibon is registered in Virginia. Todd Owen Pettibon has been in the industry for 16+ years and has passed the Uniform Investment Adviser Law Examination. The firm is based in Leesburg, Virginia, and has offices in Leesburg, Virginia. The firm's main office is located at 608 SOUTH KING STREET, SUITE 300, LEESBURG, VA 20175.

Firm Information

Todd Pettibon is currently registered with Toth Financial Advisory Corp.. Toth Financial Advisory Corp., located in Leesburg, VA, is an investment advisor with approximately $865.89 million in regulatory assets under management. The firm provides portfolio management for individuals and pooled investment vehicles. They primarily serve high-net-worth individuals, as well as individuals other than high-net-worth, pension and profit-sharing plans, and pooled investment vehicles.
Toth Financial Advisory Corp.

608 SOUTH KING STREET

LEESBURG, VA 20175

$865.90M

Assets Under Management

610

Total Clients

10

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Todd Pettibon’s Registration & Firm History

VA

12/18/2020 - Present

Toth Financial Advisory Corp. (LEESBURG VA)

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Licenses & Designations

IA

Issued 12/18/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Owen Pettibon.
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