Todd Carey, financial advisor Idaho Falls ID
93 score

Todd Carey

CRD Number: 5377851
Current Firm: Edward Jones

Todd Carey (CRD# 5377851) is an Investment Advisor Representative working at Edward Jones in Idaho Falls, ID and has over 9 years of experience in the finance industry.

Similar Advisors
Olin Barkdull, financial advisor Idaho Falls ID
Olin K. Barkdull
CRD# 1080780
Educators Financial Assurance
Score
96
Similar Advisors
Joseph Call, financial advisor Idaho Falls ID
Joseph R. Call
CRD# 3091475
Spinnaker Financial Advisors, LLC
Score
96
Similar Advisors
Alan Campbell, financial advisor Idaho Falls ID
Alan S. Campbell
CRD# 5128930
Spinnaker Financial Advisors, LLC
Score
96
Company Name Location Dates Years
Edward Jones St. Louis, MO Oct 2009 - Current 7
Wells Fargo Idaho Falls, ID Jan 2009 - Sep 2009 < 1
Edward Jones Saint Louis, MO Jul 2007 - Jan 2009 1
Shelman Realty Bonners Ferry, ID Dec 2003 - Jul 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Todd W. Carey
Phone Number: 314-515-2000
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.