Donald Todd (CRD# 5092870) is an Investment Advisor Representative working at Oneseven in Tampa, FL and has over 16 years of experience in the finance industry. Donald Todd 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# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mgo One Seven Llc Dba Structure Wealth Management | Beachwood, OH | Jul 2019 - Current | 4 |
| International Assets Advisory, LLC | Tampa, FL | Jul 2019 - Current | 4 |
| Military Pike Racing LLC | Tampa, FL | Jan 2018 - Current | 6 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Nov 2016 - Jul 2019 | 2 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Mar 2006 - Jul 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
- FL
- TX
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Total Assets Under Management2,571MILLIONS
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Total Number of Accounts9,416ACCOUNTS
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Average Account Value$273,065
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV
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