Todd Lietz (CRD# 7825585) is an Investment Advisor Representative working at Zenith Advisory Group, LLC in The Villages, FL and has 1 year of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5563678
Missionsquare Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zenith Advisory Group, LLC | The Villages, FL | Oct 2023 - Current | < 1 |
| L2 Defense | Jupiter, FL | May 2014 - Dec 2023 | 9 |
| Zenith Advisory Group | The Villages, FL | Jul 2023 - Oct 2023 | < 1 |
| Northwestern Mutual | Jacksonville, FL | Jan 2023 - Jun 2023 | < 1 |
| Florida State Fire College | Ocala, FL | May 2014 - Dec 2022 | 8 |
| Marion County Fire Rescue | Ocala, FL | Feb 2008 - Dec 2022 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- FL
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts234ACCOUNTS
-
Average Account Value$112,583
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, LA, OH
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