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Todd Patrick Elizalde

Charles Schwab & CO., Inc.

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About Todd Patrick Elizalde

Todd Patrick Elizalde is a financial advisor with over 14 years of experience in the industry. He is currently registered with Charles Schwab & CO., Inc., and holds Series 6, 7TO, 63, and 65 licenses. Todd also holds a SIE designation. His previous experience includes working for State Farm VP Management Corp. He provides a range of financial services, including financial planning and portfolio management, as well as advisory services through the firm's Wrap Fee program. He is committed to providing clients with personalized financial guidance and helping them achieve their financial goals.

Firm Information

Todd Elizalde is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Todd Elizalde’s Registration & Firm History

CA

01/04/2020 - Present

Charles Schwab & CO., Inc. (Sacramento CA)

CA

03/15/2005 - 06/27/2019

STATE FARM VP MANAGEMENT CORP. (ROSEVILLE CA)

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Licenses & Designations

IA

Issued 12/28/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/26/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Todd Patrick Elizalde.
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