Unclaimed
Todd Redd is a financial advisor with over 30 years of experience. Todd currently works at Mariner Wealth Advisors in Knoxville, TN. Todd has a strong background in the financial industry, holding both Series 63 and Series 65 licenses and Series 24 principal license. Todd is a Certified Financial Planner™ professional. Previous firms Todd was associated with include: CETERA ADVISOR NETWORKS LLC, WOODBURY FINANCIAL SERVICES, INC., FIRST TENNESSEE BROKERAGE, INC., SUNTRUST INVESTMENT SERVICES, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, FIRST TENNESSEE BROKERAGE, INC., WACHOVIA SECURITIES, INC., LIBERTY SECURITIES CORPORATION, INDEPENDENT FINANCIAL SECURITIES, INC., SOUTHTRUST SECURITIES, INC., A. G. EDWARDS & SONS, INC., SMITH BARNEY INC. and LEHMAN BROTHERS INC.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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2
TN
10/18/2022 - Present
Mariner Wealth (Knoxville TN)
TN
02/08/2013 - 07/21/2022
CETERA ADVISOR NETWORKS LLC (KNOXVILLE TN)
TN
08/16/2010 - 04/12/2011
WOODBURY FINANCIAL SERVICES, INC. (KNOXVILLE TN)
TN
03/12/2009 - 02/25/2010
FIRST TENNESSEE BROKERAGE, INC. (KNOXVILLE TN)
TN
01/09/2009 - 03/03/2009
SUNTRUST INVESTMENT SERVICES, INC. (KNOXVILLE TN)
TN
07/31/2008 - 01/12/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (KNOXVILLE TN)
TN
12/01/1999 - 07/07/2008
FIRST TENNESSEE BROKERAGE, INC. (KNOXVILLE TN)
NC
07/13/1998 - 11/30/1999
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
08/03/1998 - 08/07/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
09/30/1996 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
AL
04/29/1996 - 07/13/1998
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
MO
02/09/1995 - 05/06/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
07/31/1993 - 09/07/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
08/04/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/31/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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