Todd Volkman (CRD# 2418487) is an Investment Advisor Representative working at Volkman Wealth Management, LLC in Dallas, TX and has over 29 years of experience in the finance industry. Todd Volkman 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# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Volkman Wealth Management, LLC | Dallas, TX | May 2020 - Current | 3 |
Fuller Wealth Management, LLC | Dallas, TX | Sep 2017 - May 2020 | 2 |
Xo Wealth Management | Dallas, TX | Sep 2017 - May 2020 | 2 |
Raymond James Financial Services, Inc. | Addison, TX | Nov 2014 - Sep 2017 | 2 |
Viewpoint Bank | Addison, TX | Nov 2014 - Sep 2017 | 2 |
Raymond James Financial Services Advisors Inc. | Addison, TX | Nov 2014 - Sep 2017 | 2 |
Legacy Texas | Addison, TX | Nov 2014 - Sep 2017 | 2 |
Segregation Holding | Mckinney, TX | Sep 2015 - Sep 2016 | 1 |
Citigroup | Dallas, TX | Jun 2014 - Nov 2014 | < 1 |
Dillon Gage Securities Inc. | Dallas, TX | Nov 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1994 |
S65 | NASAA Investment Advisors Law Examination | Jan 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management54MILLIONS
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Total Number of Accounts122ACCOUNTS
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Average Account Value$439,593
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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