Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Talbot is a financial advisor with Creativeone Wealth, LLC. Todd has been in the financial services industry since 2000, and has worked for various firms, including Concourse Financial Group Securities, Inc., Principal Securities, Inc., and AXA Advisors, LLC. Todd is a Certified Financial Planner and a Chartered Financial Consultant. Todd is currently registered with the state of Alabama.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser 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.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
KS
04/21/2023 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
AL
08/11/2017 - 05/04/2023
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
AL
08/22/2014 - 08/16/2017
PRINCIPAL SECURITIES, INC. (Birmingham AL)
AL
07/02/2013 - 08/06/2014
AXA ADVISORS, LLC (BIRMINGHAM AL)
AL
09/09/2008 - 07/18/2013
PRINCOR FINANCIAL SERVICES CORPORATION (BIRMINGHAM AL)
AL
06/26/2007 - 08/29/2008
STATE FARM VP MANAGEMENT CORP. (BIRMINGHAM AL)
AL
06/14/2000 - 06/18/2007
PROEQUITIES, INC. (BIRMINGHAM AL)
BOTH
Issued 07/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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