Todd GiddensCRD Number: 5143926
Current Firm: Avantax Advisory Services
Todd Giddens (CRD# 5143926) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 4 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Avantax Advisory Services||Warner Robins, GA||Oct 2019 - Current||2|
|Avantax Investment Services, Inc.||Warner Robins, GA||Oct 2019 - Current||2|
|Nichols, Cauley & Associates, LLC||Warner Robins, GA||Nov 2004 - Current||17|
|1st Global Capital, Corp||Warner Robins, GA||Sep 2017 - Oct 2019||2|
|1st Global Advisors, Inc.||Warner Robins, GA||Sep 2017 - Oct 2019||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2017|
Total Assets Under Management30,249MILLIONS
Total Number of Accounts99,251ACCOUNTS
Average Account Value$304,777
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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