Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Randall Walker is a financial professional with over 25 years of experience in the industry. He is currently registered with Strategic Blueprint, LLC as a Registered Representative. Previously, Todd Randall Walker was registered with FIRST ALLIED SECURITIES, INC., LPL FINANCIAL CORPORATION, and WS GRIFFITH SECURITIES, INC.. Todd Randall Walker specializes in providing financial planning, pension consulting, and educational seminars. He holds the Series 6, 7, 63, and 65 securities licenses and the SIE exam. Todd Randall Walker is also an officer with Gencrest Capital Partners, which provides family office services.
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.
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.
Family office fees, endorsements
1
2
NC
08/11/2017 - Present
Strategic Blueprint, LLC (GREENSBORO NC)
NC
02/02/2010 - 12/21/2015
FIRST ALLIED SECURITIES, INC. (GREENSBORO NC)
NC
06/08/2004 - 02/16/2010
LPL FINANCIAL CORPORATION (GREENSBORO NC)
CT
06/19/1996 - 06/15/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IA
Issued 09/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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