Years of Experience
5-20+ Years
SONOMA, CA
50 Years Experience
2 Disclosures
ADVISOR BIO
Todd Gerber is a financial advisor registered with Edward Jones. Todd has been in the financial services industry since July 1975. Previously, Todd worked at Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Commonwealth Financial Network, Citigroup Global Markets Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc., Dean Witter Reynolds Inc., and Dean Witter & Co. Incorporated. Todd holds multiple FINRA licenses and has been licensed in several states.
SPECIALIZATIONS
Santa Rosa, CA
25 Years Experience
0 Disclosures
ADVISOR BIO
Todd Oliver Au is a financial advisor with over 20 years of experience in the industry. Todd Au is currently registered with Morgan Stanley and has been with the firm since 2009. Todd Au has also worked with Citigroup Global Markets Inc., Wachovia Securities, LLC, Morgan Stanley DW Inc. and PRUCO Securities Corporation. Todd Au holds a Series 7, Series 31 and Series 66 license. Todd Au is currently registered in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Kentucky, Maine, Massachusetts, Michigan, Montana, Nevada, New Hampshire, New York, North Carolina, Ohio, Oregon, Tennessee, Texas, Utah, Virginia, and Washington.
SPECIALIZATIONS
SAN DIEGO, CA
24 Years Experience
0 Disclosures
ADVISOR BIO
Todd Gary Johnson is a financial advisor with Cetera Investment Advisers LLC, a firm registered with the Securities and Exchange Commission. Todd has been in the financial industry since 2001 and holds Series 7 and Series 66 securities licenses. Todd is also registered with the state of California as an investment advisor representative. Todd has been providing financial advice to clients in California since 2002. Todd's primary focus is on financial planning, portfolio management, and providing educational seminars. Todd has a strong track record of success in helping individuals, families, and businesses achieve their financial goals.
SPECIALIZATIONS
CARLSBAD, CA
21 Years Experience
0 Disclosures
ADVISOR BIO
Todd McGraw is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Carlsbad, CA. Todd is registered with both FINRA and the state of California to provide investment advice. Todd has over 17 years of experience in the financial services industry. Todd is a licensed Series 6, 7, and 66 representative. Todd also holds a Series 63 license and the Securities Industry Essentials Examination (SIE).
SPECIALIZATIONS
OXNARD, CA
23 Years Experience
0 Disclosures
ADVISOR BIO
Todd Krueger is a registered representative with Morgan Stanley, and has been in the industry since 2002. Todd is currently registered in 35 states and has a Series 66, Series 7, Series 10 and Series 31 license. Prior to joining Morgan Stanley, Todd was a registered representative with MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. Todd has a history of providing financial and investment advice to a variety of clients including high-net-worth individuals, insurance companies, investment companies, charitable organizations, corporations and individuals.
SPECIALIZATIONS
SAN MARCOS, CA
7 Years Experience
0 Disclosures
ADVISOR BIO
Todd William Stucker is a registered representative with Edward Jones, working out of the SAN MARCOS, CA branch office. Todd has been in the financial services industry since 2018. Todd is licensed to conduct business in Arizona, California, Colorado, District of Columbia, Florida, Hawaii, Maine, Nevada, Pennsylvania, South Carolina, Texas, and Washington. Todd holds the Series 66, Series 7, and SIE licenses.
SPECIALIZATIONS
San Diego, CA
27 Years Experience
0 Disclosures
ADVISOR BIO
Todd Jason Trusso is an Investment Advisor Representative and Registered Representative at J.p. Morgan Securities LLC. Todd has been in the financial industry since 1998 and has a wide range of experience in the field. Todd has held previous positions with ALTEGRIS INVESTMENTS, LLC and PRUCO SECURITIES, LLC. Todd is a Series 6, 7, 24, 63, and 65 licensed professional. Todd is a board member of the Boys and Girls Club of Northwest San Diego and also a part owner of YWALG LLC.
SPECIALIZATIONS
MODESTO, CA
27 Years Experience
0 Disclosures
ADVISOR BIO
Todd Venturini is an investment advisor representative with LPL Financial LLC. Todd has been in the financial services industry since 1998. Todd is registered with the state of California as an Investment Advisor Representative. Todd specializes in Financial Planning, Pension Consulting, Portfolio Management for individuals, and Portfolio Management for Businesses.
SPECIALIZATIONS
MODESTO, CA
27 Years Experience
1 Disclosures
ADVISOR BIO
Todd Barton is a financial advisor with over 20 years of experience in the industry. Todd holds FINRA Series 3, 7, 9, 10, 63, and 65 licenses and is a Certified Financial Planner. Todd is registered with Wells Fargo Clearing Services, LLC in California and Texas. Todd's previous employers include Morgan Stanley and Citigroup Global Markets Inc. Todd specializes in portfolio management for individuals and businesses.
SPECIALIZATIONS
WOODLAND HILLS, CA
7 Years Experience
0 Disclosures
ADVISOR BIO
Todd Augustine is a financial advisor registered with Ameriprise Financial Services, LLC. Todd is a Series 66, Series 7TO, and SIE licensed professional. Todd has been working in the financial services industry since November 2018. Todd has worked for Edward Jones and LPL Financial LLC. Todd has a diverse range of experience in financial advising.
SPECIALIZATIONS