Unclaimed
Todd Robert Faulkner is a financial advisor with over 12 years of experience in the industry. Todd is currently registered with LPL Financial LLC, a firm with over $463 billion in assets under management. Todd also holds registrations in 25 states. Todd specializes in providing financial planning, portfolio management, and consulting services for individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AR
06/23/2022 - Present
LPL Financial LLC (North Little Rock AR)
AR
06/01/2015 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (JACKSONVILLE AR)
AR
02/26/2013 - 05/18/2015
FARMERS FINANCIAL SOLUTIONS, LLC (SHERWOOD AR)
FL
04/13/2011 - 11/01/2012
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
10/21/2009 - 06/09/2010
EDWARD JONES (SEMINOLE FL)
BOTH
Issued 06/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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