TD
CFP
TD
CFP

Todd Dellinger

37 Years of Experience
Elizabethtown, PA
1 DisclosureBrokerSells Insurance

Todd Dellinger is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Elizabethtown, PA, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

101 Masonic Drive, Elizabethtown, PA, 17022

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2005
Final
Other Business ActivitiesSells Insurance

Todd is an agent for DDMP Investment Advisors, LLC, selling non-variable life insurance, dedicating minimal time to this. He also serves as a Branch Manager/Financial Advisor for DDMP Investment Advisors, dedicating about 10-20% of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
February 2006 - Present · 20 yrs 3 mos
Previous Registrations
Raymond James Financial Services
March 2006 - January 2009 · 2 yrs 10 mos
Primevest Financial Services, INC.
January 2004 - February 2006 · 2 yrs 1 mo
Primevest Financial Services, INC.Broker
May 2000 - February 2006 · 5 yrs 9 mos
Bisys Brokerage Services, INC.Broker
May 2000 - May 2000 · 0 mos
T.H.E. Financial Group, LTDBroker
December 1992 - May 2000 · 7 yrs 5 mos
Asset Management Equities, LTD.Broker
January 1989 - November 1989 · 10 mos
Fsc Securities CorporationBroker
October 1987 - January 1989 · 1 yr 3 mos
The Planner's Securities Group, INC.Broker
May 1987 - November 1987 · 6 mos
Hibbard Brown & CO., INC.Broker
April 1987 - May 1987 · 1 mo
Fsc Securities CorporationBroker
July 1986 - January 1989 · 2 yrs 6 mos
Columbia Asset Management CORP.Broker
July 1986 - August 1986 · 1 mo
Atlantic Securities, INC.Broker
April 1985 - June 1986 · 1 yr 2 mos
State Registrations31 states
CACOCTDCDEFLILKSKYMAMDMEMIMNMOMTNCNJNYOHORPASCSDTNTXVAVTWAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.