Theodore Hintz (CRD# 4262388) is an Investment Advisor Representative working at Lpl Financial LLC in Portland, CT and has over 23 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Portland, CT | Feb 2023 - Current | 1 |
| Hintz & Company, LLC | Portland, CT | Jun 2006 - Current | 17 |
| Hintz Financial Services | Portland, CT | Oct 2000 - Current | 23 |
| Securities America Inc. | Portland, CT | Nov 2017 - Feb 2023 | 5 |
| Securities America Advisors | Portland, CT | Nov 2017 - Feb 2023 | 5 |
| National Planning Corporation | Santa Monica, CA | Oct 2008 - Nov 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2000 |
- CT
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, WY
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