Todd GartrellCRD Number: 2014020
Current Firm: Raymond James Financial Services Advisors, Inc.
Todd Gartrell (CRD# 2014020) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL and has over 28 years of experience in the finance industry. Todd Gartrell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Take Shape For Life||Tampa, FL||Jan 2014 - Current||4|
|Raymond James Financial Services Advisors Inc.||St. Petersburg, FL||Jan 2013 - Current||5|
|Raymond James Financial Services||St. Petersburg, FL||Nov 2012 - Current||5|
|Tc Shape U||Sarasota, FL||Oct 2009 - Current||8|
|Morgan Keegan & Company||Memphis, TN||May 2012 - Nov 2012||< 1|
|Raymond James & Associates||Sarasota, FL||Feb 2005 - Nov 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1990|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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