Blake ToddCRD Number: 702561
Current Firm: D.a. Davidson & Company
Blake Todd (CRD# 702561) is an Investment Advisor Representative working at D.a. Davidson & Company in Fresno, CA and has over 42 years of experience in the finance industry.
Commonwealth Financial Network
Diversified Wealth Management Solutions, LLC
Ameriprise Financial Services, LLC
|D.a. Davidson & Company||Tallahassee, FL||Nov 2013 - Current||8|
|Two Oaks Investment Management, LLC||Fresno, CA||Aug 2010 - May 2021||10|
|Crowell, Weedon & Company||Fresno, CA||Dec 2006 - Nov 2013||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1980|
|S65||NASAA Investment Advisors Law Examination||Jul 2011|
Total Assets Under Management27,233MILLIONS
Total Number of Accounts70,553ACCOUNTS
Average Account Value$385,992
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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