Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Sheppard Healy is a financial professional with over 30 years of experience in the financial services industry. Todd currently works as a Registered Representative and Investment Advisor Representative at Valmark Advisers, Inc. where Todd has worked since January 2023. Todd has been registered with the Securities and Exchange Commission (SEC) since 1982. Prior to joining Valmark Advisers, Inc. Todd worked at Lion Street Financial, LLC., Kestra Investment Services, LLC., NFP Securities, Inc., Fortis Investors, Inc., and Philadelphia Life Asset Planning Company. Todd holds the Series 6, 63, and 65 licenses and the SIE exam. Todd also holds the Chartered Financial Consultant designation.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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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2
TX
01/09/2023 - Present
Valmark Advisers, Inc. (Dallas TX)
TX
09/09/2019 - 01/09/2023
LION STREET FINANCIAL, LLC (DALLAS TX)
TX
03/14/2013 - 09/10/2019
KESTRA INVESTMENT SERVICES, LLC (DALLAS TX)
TX
09/08/1997 - 03/24/2011
NFP SECURITIES, INC. (DALLAS TX)
MN
01/21/1992 - 09/15/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
IN
07/03/1986 - 11/25/1991
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
NA
07/19/1982 - 07/03/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
IA
Issued 01/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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