Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Lovell is a financial advisor with over 35 years of experience in the industry. Todd is currently registered with Raymond James & Associates, Inc. in Boise, ID. Prior to joining Raymond James, Todd worked for Morgan Stanley and Citigroup Global Markets Inc. Todd specializes in financial planning, portfolio management, and investment management for individuals and businesses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
ID
09/26/2019 - Present
Raymond James & Associates, Inc. (Boise ID)
ID
06/01/2009 - 12/17/2014
MORGAN STANLEY (BOISE ID)
WA
11/10/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
WA
03/21/2000 - 11/13/2006
MORGAN STANLEY DW INC. (BELLEVUE WA)
CA
07/17/1992 - 04/11/2000
RAGEN MACKENZIE INCORPORATED (SAN FRANCISCO CA)
NY
04/11/1988 - 08/03/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/29/1988 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
02/21/1985 - 02/12/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/19/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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