Todd Sink (CRD# 4635245) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 21 years of experience in the finance industry. Todd Sink 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Hub International Investment Services, Iinc. | Concord, CA | Nov 2021 - Current | 2 |
Global Retirement Partners, LLC | St. Petersburg, FL | Feb 2019 - Current | 5 |
Lpl Financial LLC | St. Petersburg, FL | Apr 2015 - Current | 9 |
Independent Financial Partners | St. Petersburg, FL | May 2015 - Feb 2019 | 3 |
Lpl Financial LLC | Fort Myers, FL | Jan 2014 - Feb 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2003 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- FL
- KY
- NC
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Total Assets Under Management140,721MILLIONS
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- 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)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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