Todd Smith (CRD# 2756926) is an Investment Advisor Representative working at Silicon Valley Wealth Management Solutions, Inc. in San Jose, CA and has over 27 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silicon Valley Wealth Management Solutions, Inc. | San Jose, CA | Jan 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1996 |
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Total Assets Under Management29MILLIONS
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Total Number of Accounts106ACCOUNTS
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Average Account Value$270,321
- 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
- Pension consulting services
CA
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