Todd Elizalde (CRD# 4915602) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sacramento, CA and has over 18 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab And Company, Inc. | Sacramento, CA | Jun 2019 - Current | 4 |
| Charles Schwab Bank | Sacramento, CA | Jun 2019 - Current | 4 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2005 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- CA
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, 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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