Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Russell Iglehart is an investment advisor representative with Family Legacy Financial Solutions, LLC. Todd has over 15 years of experience in the financial services industry. Todd is registered with the states of North Carolina and Texas. Todd is a Certified Public Accountant (CPA) and an Enrolled Agent (EA). Todd specializes in financial planning and portfolio management for individuals and high-net-worth individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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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NC
06/28/2021 - Present
Family Legacy Financial Solutions, LLC (CARY NC)
NC
09/24/2016 - 05/18/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Cary NC)
BOTH
Issued 08/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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