Todd Homer (CRD# 2315918) is an Investment Advisor Representative working at Financial Advocates Investment Management in Yakima, WA and has over 31 years of experience in the finance industry.
CRD# 6464303
Valic Financial Advisors, Inc.
CRD# 3133629
Valic Financial Advisors, Inc.
CRD# 2378534
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Yakima, WA | Jul 2017 - Current | 7 |
Financial Advocates Investment Management | Yakima, WA | Jul 2017 - Current | 7 |
Trmr LLC | Yakima, WA | Nov 2007 - Current | 16 |
Homer Inc. | Yakima, WA | Jan 2004 - Current | 20 |
Tlh R.e. Properties LLC | Yakima, WA | Sep 2014 - Jun 2021 | 6 |
Various Insurance Carriers For W & R Insurance Agencies | Yakima, WA | Mar 1993 - Jul 2017 | 24 |
Waddell & Reed, Inc. | Yakima, WA | Jan 1993 - Jul 2017 | 24 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1993 |
S65 | NASAA Investment Advisors Law Examination | Sep 1995 |
- TX
- WA
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Total Assets Under Management3,855MILLIONS
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Total Number of Accounts19,268ACCOUNTS
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Average Account Value$200,056
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, 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, WY
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