Richard Todd (CRD# 5346342) is an Investment Advisor Representative working at Oregon Pacific Financial Advisors Inc. in Medford, OR and has over 16 years of experience in the finance industry.
CRD# 2762853
Cutler Investment Group
CRD# 4913338
Edward Jones
CRD# 5798731
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Richard S Todd Inc. | Medford, OR | Apr 2015 - Current | 9 |
| United Planners' Financial Services | Scottsdale, AZ | Jun 2009 - Current | 14 |
| Oregon Pacific Financial Advisors, Inc. (opfa) | Medford, OR | Mar 2008 - Current | 16 |
| Richard Todd Independent Insurance | Medford, OR | Feb 2008 - Current | 16 |
| Oregon Pacific Financial Advisors | Medford, OR | Feb 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
- OR
-
Total Assets Under Management157MILLIONS
-
Total Number of Accounts615ACCOUNTS
-
Average Account Value$255,420
- 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
- Selection of other advisers (including private fund managers)
CA, OR, WA
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