Todd Dalton, financial advisor Salem VA

Todd Dalton

CRD Number: 5711808
Current Firm: Partners In Financial Planning, LLC

Todd Dalton (CRD# 5711808) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Partners In Financial Planning Salem, VA Aug 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2010
S65 NASAA Investment Advisors Law Examination Mar 2010
Contact Info for Todd D. Dalton
Phone Number: 540-444-2930
Registered State(s):
  • TX
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    709
    MILLIONS
  • Total Number of Accounts
    2,163
    ACCOUNTS
  • Average Account Value
    $327,559
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, FL, GA, LA, NC, NE, SC, TX, VA, WV

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