Todd Pyles (CRD# 2758310) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cleveland, OH and has over 27 years of experience in the finance industry. Todd Pyles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cbiz Financial Solutions, Inc. | Cumberland, MD | Nov 2001 - Current | 22 |
| Riggleman, Smyth & Associates, P.a. | Cumberland, MD | Oct 1990 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1998 |
- MD
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Total Assets Under Management41MILLIONS
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Total Number of Accounts32ACCOUNTS
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Average Account Value$1,285,304
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, IA, IL, IN, KS, MA, MD, MI, MN, MO, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WV
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