Todd FincannonCRD Number: 4264601
Current Firm: Woodbury Financial Services, Inc.
Todd Fincannon (CRD# 4264601) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Merrillville, IN and has over 20 years of experience in the finance industry.
Avantax Advisory Services
|Woodbury Financial Services Inc.||Merrillville, IN||Sep 2016 - Current||4|
|Hicko Cpa Group||Merrillville, IN||Jan 2005 - Current||16|
|Uhlmann Price Securities, LLC||Chicago, IL||Jan 2012 - Sep 2016||4|
|Perpetual Wealth Capital Management, LLC||Merrillville, IN||Feb 2012 - Dec 2015||3|
|Royal Alliance Associates, Inc.||Merrillville, IN||Jan 2005 - Dec 2011||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2000|
Total Assets Under Management11,615MILLIONS
Total Number of Accounts58,629ACCOUNTS
Average Account Value$198,109
- 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
- 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
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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