Todd Dragoo, financial advisor Chandler AZ
88 score

Todd Dragoo

CRD Number: 6409817
Current Firm: Wells Fargo Advisors, LLC

Todd Dragoo (CRD# 6409817) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Chandler, AZ and has 1 year of experience in the finance industry.

Similar Advisors
William Newman, financial advisor Chandler AZ
William B. Newman
CRD# 5730023
Newman's Financial Planning
Score
92
Similar Advisors
James Davis, CFP®, financial advisor Chandler AZ
James R. Davis, CFP®
CRD# 5571675
Woodbury Financial Services, Inc.
Score
103
Similar Advisors
Daniela Jones, financial advisor Chandler AZ
Daniela U. Jones
CRD# 5976893
Barnes Investment Advisory Inc.
Score
103
Company Name Location Dates Years
Wells Fargo Advisors, LLC Scottsdale, AZ Aug 2014 - Current 2
Shanghai United International School Shanghai, Jul 2013 - Jun 2014 < 1
The Activity Box Shanghai, Aug 2012 - Aug 2013 1
Shanghai United International School Shanghai, Aug 2008 - Jul 2012 3
Sanda University Shanghai, Aug 2007 - Jul 2008 < 1
New York City Board Of Education Brooklyn, NY Aug 2005 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Todd A. Dragoo
Phone Number: 314-875-3000
Registered State(s):
  • AZ
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.