Todd German, financial advisor Cudjoe Key FL

Todd German

CRD Number: 5942161
Current Firm: Lpl Financial LLC

Todd German (CRD# 5942161) is an Investment Advisor Representative working at Lpl Financial LLC in Cudjoe Key, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Key West, FL Aug 2012 - Current 11
Centennial Bank Key West, FL Dec 2008 - Jun 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Todd German
Phone Number: 704-733-3300
Registered State(s):
  • FL
  • 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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