Andrew Todd (CRD# 5848811) is an Investment Advisor Representative working at Prudeo Partners, LLC in West Columbia, SC and has over 23 years of experience in the finance industry. Andrew Todd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2105773
Janney Montgomery Scott LLC
CRD# 6152328
Independent Advisor Alliance, LLC
CRD# 2596320
Davinci Financial Designs
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Perigon Wealth Management, Llc Dba Prudeo Partners | West Columbia, SC | Feb 2024 - Current | < 1 |
| Prudeo Partners, LLC | West Columbia, SC | May 2022 - Current | 1 |
| Asset Management And Planning, LLC | West Columbia, SC | Jan 2016 - Apr 2022 | 6 |
| Asset Management And Planning, LLC | West Columbia, SC | Sep 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2000 |
- TX
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Total Assets Under Management413MILLIONS
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Total Number of Accounts1,473ACCOUNTS
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Average Account Value$280,280
- 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
- Pension consulting services
CA, CO, FL, MA, MD, NC, NY, PA, SC, TX
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