Todd ClowardCRD Number: 3158409
Current Firm: Transamerica Financial Advisors, Inc.
Todd Cloward (CRD# 3158409) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in South Jordan, UT and has over 18 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Awesome Med Supplements||Lehi, UT||Feb 2015 - Current||2|
|Awesome Benefits Advisors||Sandy, UT||Feb 2015 - Current||2|
|Transamerica Financial Advisors, Inc.||So. Jordan, UT||Jan 2012 - Current||5|
|World Financial Group||So. Jordan, UT||Jun 2001 - Current||15|
|Lon Sorensen Insurance||Lehi, UT||Feb 2015 - Nov 2015||< 1|
|Intermountain Health Care||Salt Lake City, UT||Oct 2008 - Aug 2013||4|
|Investment Advisors International, Inc.||So. Jordan, UT||Jun 2007 - Feb 2012||4|
|World Group Securities, Inc.||So. Jordan, UT||Apr 2002 - Jan 2012||9|
|Mountain Valley Financial||Kamas, UT||Jun 2008 - Jun 2011||3|
|Reddi Insurance LLC||Leh, UT||Apr 2004 - Jun 2011||7|
|Innergy Lending||Duluth, GA||Apr 2007 - Jun 2008||1|
|Utah Nat'l Guard (army) 1/189th & 1/211t||West Jordan, UT||Oct 1988 - Jun 2007||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Jun 2007|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV