Todd StoaCRD Number: 5918029
Current Firm: Wealthtrust Arizona
Todd Stoa (CRD# 5918029) is an Investment Advisor Representative working at Wealthtrust Arizona in Scottsdale, AZ and has over 5 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
Barnes Investment Advisory Inc.
|Wealthtrust-arizona||Scottsdale, AZ||Mar 2014 - Current||2|
|Umb||Phoenix, AZ||Apr 2010 - Jan 2014||3|
|Us Bank||Phoenix, AZ||Apr 2009 - Apr 2010||1|
|Unemployed||Scottsdale, AZ||Feb 2009 - Apr 2009||< 1|
|M & I Bank||Phoenix, AZ||Nov 1992 - Feb 2009||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2011|
|S65||NASAA Investment Advisors Law Examination||Nov 2011|
Total Assets Under Management389MILLIONS
Total Number of Accounts1,431ACCOUNTS
Average Account Value$272,006
- 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)
- Educational seminars/workshops
AZ, CA, FL, GA, LA, NE, NH, TX