Todd Sensing (CRD# 2248151) is an Investment Advisor Representative working at Familyvest in Destin, FL and has over 26 years of experience in the finance industry. Todd Sensing 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# 6378144
Edward Jones
CRD# 5317764
Edward Jones
CRD# 2232110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Familyvest, LLC | Miramar Beach, FL | May 2016 - Current | 8 |
| Aardvark Advisors, Inc. | Santa Rosa Beach, FL | Feb 2007 - May 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
- FL
- LA
- TX
-
Total Assets Under Management57MILLIONS
-
Total Number of Accounts264ACCOUNTS
-
Average Account Value$214,830
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, LA, TX
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