Blair Todd, financial advisor Willliamsburg VA

Blair Todd

CRD Number: 7648247
Current Firm: State Farm Investment Management Corp.

Blair Todd (CRD# 7648247) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Willliamsburg, VA and has 1 year of experience in the finance industry.

Similar Advisors
Lisa Adamonis Pile, financial advisor Willliamsburg VA
Lisa Adamonis Pile
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Sean Allburn, financial advisor Willliamsburg VA
Sean J. Allburn
CRD# 2605269
Davenport & Company LLC
Similar Advisors
Oscar Alvarez, financial advisor Willliamsburg VA
Oscar N. Alvarez
CRD# 2396863
Pathway Financial Planning, Inc.
Company Name Location Dates Years
State Farm Investment Management Corp Willliamsburg, VA Jun 2023 - Current < 1
State Farm Vp Managment Corp Willliamsburg, VA Jun 2023 - Current < 1
Blair Todd Insurance Agency Willliamsburg, VA Jun 2023 - Current < 1
State Farm Insurance Williamsburg, VA Jun 2023 - Jun 2023 < 1
State Farm Investment Management Corp Yorktown, VA Dec 2022 - May 2023 < 1
State Farm Insurance Yorktown, VA Nov 2022 - May 2023 < 1
State Farm Vp Management Corp Yorktown, VA Nov 2022 - May 2023 < 1
State Farm Vp Management Corp Hayes, VA Oct 2022 - Nov 2022 < 1
Tom Wilke Insurance Agency Hayes, VA Aug 2022 - Nov 2022 < 1
Hampton City Schools Hampton, VA Aug 2018 - Jun 2022 3
Prince George's County Public Schools Upper Marlboro, MD Aug 1999 - Jun 2018 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2022
S63 Uniform Securities State Law Examination Nov 2022
Contact Info for Blair B. Todd
Phone Number: 800-447-0740
Registered State(s):
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.