Todd Taylor (CRD# 4756383) is an Investment Advisor Representative working at Tdt Financial Inc. in Brandon, SD and has over 20 years of experience in the finance industry.
CRD# 5588123
Compass Financial Group, Inc.
CRD# 6868599
Cwm, LLC
CRD# 2610909
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tdt Financial Inc. | Seabeck, WA | Sep 2020 - Current | 3 |
| Voluntary Retirement | Seabeck, WA | Aug 2020 - Sep 2020 | < 1 |
| First Command Advisory Services | Fort Worth, TX | Dec 2015 - Aug 2020 | 4 |
| First Command Financial Planning Inc. | Fort Worth, TX | Jan 2004 - Aug 2020 | 16 |
| First Command Financial Services, Inc. | Fort Worth, TX | Jan 2004 - Aug 2020 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2004 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2004 |
- SD
- TX
- WA
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts109ACCOUNTS
-
Average Account Value$293,578
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
SD, TX, WA
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