Todd Elizalde, financial advisor Sacramento CA

Todd Elizalde

CRD 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.

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Charles Schwab & Company, Inc.
Company Name Location Dates Years
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
Contact Info for Todd P. Elizalde
Phone Number: 415-667-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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