Todd Healy is a ChFC-designated registered investment advisor, based in Dallas, TX, with 42 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Todd is involved in several outside business activities, including being a member of various councils and boards, and serving on the Forbes Marketplace Advisory Board. He also owns Healy Partners LLC and C3 Financial Partners, LLC, both involved in life insurance sales, dedicating about a quarter of his time to each.
Employment History
Current Registrations
Valmark Securities, INC.Broker
Valmark Advisers, INC.
Previous Registrations
Lion Street Financial, LLCBroker
Lion Street Advisors, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
NFP Securities, INC.Broker
NFP Securities, INC.
Fortis Investors, INC.Broker
Philadelphia Life Asset Planning CompanyBroker
Southwestern Management & Research CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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