Todd German, financial advisor Key West FL
88 score

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 Key West, FL and has over 2 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 4
Centennial Bank Key West, FL Dec 2008 - Jun 2014 5
Marine Bank Key West, FL Dec 2007 - Dec 2008 1
Keys Federal Credit Union Key West, FL Jan 2000 - Dec 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Todd German
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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