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Todd Robert Carmack

Bedrock Investment Advisors

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About Todd Robert Carmack

Todd Robert Carmack is an investment advisor representative with Bedrock Investment Advisors located in Scottsdale, Arizona. Todd has been in the financial industry since April 2014 and is registered with the state of Arizona. Todd holds a Series 65 license and is a licensed insurance agent under Bedrock Financial Services for life and annuity products. Todd is committed to providing his clients with a high level of personalized financial planning and investment management services. Todd specializes in financial planning for high-net-worth individuals, individuals other than high-net-worth, and selection of other advisors.

Firm Information

Todd Carmack is currently registered with Bedrock Investment Advisors. Bedrock Investment Advisors is an investment advisory firm based in the United States. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They manage approximately $49.8 million in assets for 224 clients.

$49.77M

Assets Under Management

Not reported

Total Clients

6

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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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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fixed fees

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

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percentage of assets

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

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Todd Carmack’s Registration & Firm History

AZ

11/04/2014 - Present

Bedrock Investment Advisors (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 08/20/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Robert Carmack.
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