Todd ElginCRD Number: 1127996
Current Firm: Cuna Brokerage Services, Inc.
Todd Elgin (CRD# 1127996) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Sugar Hill, GA and has over 33 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Cuna Mutual Group||Waverly, IA||Jul 2003 - Current||14|
|Cuna Brokerage Services, Inc.||Waverly, IA||Jul 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1983|
|S66||NASAA Uniform Combined State Law Examination||Mar 2010|
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- A percentage of assets under your management
- Hourly charges
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV