Todd Tolbert, financial advisor Macon GA
93 score

Todd Tolbert

CRD Number: 5461222
Current Firm: Investment Advisors

Todd Tolbert (CRD# 5461222) is an Investment Advisor Representative working at Investment Advisors in Macon, GA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Proequities, Inc. Macon, GA Dec 2007 - Current 9
Unemployed Macon, GA Jul 2007 - Nov 2007 < 1
Bellsouth Macon, GA Jul 1996 - Jun 2007 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Todd M. Tolbert
Phone Number: 800-288-3035
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,998
    MILLIONS
  • Total Number of Accounts
    14,898
    ACCOUNTS
  • Average Account Value
    $134,117
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)
  • Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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