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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd William Laluzerne is an investment advisor representative with Mercer Global Advisors Inc. Todd has been in the financial services industry for over 20 years. Todd has experience working with a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. Todd is also a registered investment advisor representative with Royal Alliance Associates, Inc.
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.
Trust services, estate planning, tax return preparation, consultation
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
CO
08/26/2019 - Present
Mercer Global Advisors Inc. (DENVER CO)
TX
02/01/2019 - 06/04/2019
ROYAL ALLIANCE ASSOCIATES, INC. (DALLAS TX)
IN
06/22/2006 - 01/03/2019
TD AMERITRADE, INC. (INDIANAPOLIS IN)
CA
11/13/2001 - 06/05/2006
A. G. EDWARDS & SONS, INC. (SAN MARCOS CA)
RI
09/15/2000 - 10/10/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 07/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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