Todd Stahl (CRD# 3207063) is an Investment Advisor Representative working at Burnham Gibson Wealth Advisors, LLC in Irvine, CA and has over 24 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Burnham Gibson Wealth Advisors, LLC | Irvine, CA | Mar 2021 - Current | 3 |
| Equitable Advisors, LLC | New York, NY | Nov 2010 - Current | 13 |
| Burnham Gibson Wealth Advisors | Irvine, CA | Feb 2016 - Mar 2021 | 5 |
| Axa Advisors, LLC | New York, NY | Nov 2010 - Jun 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2011 |
- CA
-
Total Assets Under Management3,244MILLIONS
-
Total Number of Accounts1,180ACCOUNTS
-
Average Account Value$2,749,281
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, FL, ID, TX, WA
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