Todd Vanderbrook, financial advisor Hattiesburg MS

Todd Vanderbrook

CRD Number: 6030228
Current Firm: Lpl Financial LLC

Todd Vanderbrook (CRD# 6030228) is an Investment Advisor Representative working at Lpl Financial LLC in Hattiesburg, MS and has over 12 years of experience in the finance industry.

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Simplified Wealth Management
Company Name Location Dates Years
Lpl Financial LLC Hattiesburg, MS Nov 2022 - Current 1
Cadence Bank Harriesburg, MS Nov 2022 - Current 1
Bancorpsouth Wealth Management Hattiesburg, MS Apr 2017 - Nov 2022 5
Infinex Investments, Inc. Hattiesburg, MS Dec 2013 - Nov 2022 8
Bancorpsouth Bank Hattiesburg, MS Mar 2011 - Mar 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S66 NASAA Uniform Combined State Law Examination Nov 2016
Disclosure Information

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
Contact Info for Todd L. Vanderbrook
Phone Number: 704-733-3300
Registered State(s):
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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