Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Wilson is a financial advisor at LPL Financial LLC in Rocklin, California. Todd has been in the industry since 2012, when they worked for Edward Jones, and then moved to First Allied Securities. Todd has a Series 66 and Series 7 licenses as well as the Securities Industry Essentials (SIE) exam. They are registered with the state of California as both a broker-dealer and investment advisor representative. In addition to their work at LPL Financial LLC, Todd also provides mortgage brokerage services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/25/2020 - Present
LPL Financial LLC (ROCKLIN CA)
CA
08/08/2012 - 02/26/2020
FIRST ALLIED SECURITIES, INC. (GRANITE BAY CA)
MO
06/14/2012 - 07/30/2012
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 06/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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