Mitchell Todd (CRD# 7178138) is an Investment Advisor Representative working at Mml Investors Services, LLC in Crystal Lake, IL and has over 3 years of experience in the finance industry.
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 4316392
Spc
CRD# 5438918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Mml Investors Services, LLC | Crystal Lake, IL | Sep 2019 - Current | 4 |
Mass Mutual Life Insurance Co | Crystal Lake, IL | May 2018 - Current | 6 |
Peggy's Tavern | Des Moines, IA | Sep 2017 - May 2019 | 1 |
Drake University | Des Moines, IA | Aug 2015 - May 2019 | 3 |
The Todd Group | Bloomington, IL | Jun 2016 - Aug 2016 | < 1 |
Prairie Ridge High School | Crystal Lake, IL | Sep 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
S63 | Uniform Securities State Law Examination | Aug 2020 |
- IL
- TX
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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