Todd ElizaldeCRD Number: 4915602
Current Firm: Charles Schwab & Company, Inc.
Todd Elizalde (CRD# 4915602) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sacramento, CA and has over 16 years of experience in the finance industry.
Dynamic Wealth Strategies, LLC
Charles Schwab & Company, Inc.
|Charles Schwab And Company, Inc.||Sacramento, CA||Jun 2019 - Current||2|
|Charles Schwab Bank||Sacramento, CA||Jun 2019 - Current||2|
|State Farm Investment Management Corp.||Rocklin, CA||Aug 2018 - Jun 2019||< 1|
|State Farm Vp Management Corp||Rocklin, CA||Jul 2017 - Jun 2019||1|
|State Farm Insurance||Rocklin, CA||Jul 2017 - Jun 2019||1|
|State Farm Insurance||Healdsburg, CA||May 2013 - Jul 2017||4|
|State Farm Vp Management Corp||Healdsburg, CA||May 2013 - Jul 2017||4|
|State Farm Vp Management Corp.||Granite Bay, CA||Mar 2013 - May 2013||< 1|
|State Farm Insurance||Granite Bay, CA||Mar 2013 - May 2013||< 1|
|State Farm Insurance||Roseville, CA||Jul 2010 - Mar 2013||2|
|State Farm Vp Management Corp.||Roseville, CA||Jul 2010 - Mar 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2005|
|S65||NASAA Investment Advisors Law Examination||Dec 2018|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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