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Todd Stephen Udall

West Ridge Advisors

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About Todd Stephen Udall

Todd Udall is an Investment Advisor Representative who has been in the industry since 1999. Todd currently works for West Ridge Advisors, LLC in Nevada, and is also a Certified Public Accountant who has a dedicated accounting firm. Todd has been in the industry for over two decades. Todd has experience in a variety of financial services, including financial planning, pension consulting, and portfolio management. He also provides educational seminars. Todd is registered with the state of Nevada.

Firm Information

Todd Udall is currently registered with West Ridge Advisors. West Ridge Advisors is a registered investment advisor headquartered in Henderson, NV. They offer a range of services including financial planning, pension consulting, and educational seminars. They specialize in managing portfolios for individuals, businesses, and pension and profit-sharing plans. The firm has over $188 million in assets under management and a team of 9 investment advisor representatives.
West Ridge Advisors

1528 W. WARM SPRINGS RD #120

HENDERSON, NV 89014

$188.57M

Assets Under Management

Not reported

Total Clients

9

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Udall’s Registration & Firm History

NV

01/12/2017 - Present

West Ridge Advisors (HENDERSON NV)

CT

09/10/2003 - 05/25/2005

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

MA

09/24/2002 - 09/03/2003

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

GA

08/18/1999 - 01/11/2001

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 06/09/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/17/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Stephen Udall.
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