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 34 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Jph Advisory Group, 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 Management1,868MILLIONS
Total Number of Accounts11,341ACCOUNTS
Average Account Value$164,749
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- 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