Todd Bendell (CRD# 6164333) is an Investment Advisor Representative working at Optima Capital Management in Tempe, AZ and has over 10 years of experience in the finance industry. Todd Bendell 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# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amphibian Capital | Tempe, AZ | Jun 2021 - Current | 2 |
| Optima Capital Management | Scottsdale, AZ | Sep 2019 - Current | 4 |
| Merrill Lynch | Scottsdale, AZ | Feb 2018 - Sep 2019 | 1 |
| Merrill Lynch | Scottsdale, AZ | Feb 2013 - Sep 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- CA
- IL
- KY
- LA
- MN
- NC
- OH
- TX
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Total Assets Under Management66MILLIONS
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Total Number of Accounts285ACCOUNTS
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Average Account Value$232,679
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, IL, KY, LA, MN, NC, OH, TX
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