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TD
CFP
TD
CFP

Todd Dreyer

LPL Financial LLC
38 Years of Experience
Riverside, CA
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Todd Dreyer is a CFP-designated registered investment advisor at LPL Financial LLC, based in Riverside, CA, with 38 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3610 Central Ave Ste 400, Riverside, CA, 92506

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History

Regulatory History (2)
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.
Customer Dispute
April 2009
Closed-No Action
Customer Dispute
April 2003
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Todd operates TLD Wealth Management as a DBA for his LPL business, dedicating nearly all of his time to it. He also owns JDP Properties LLC, a real estate rental business, spending minimal time on it.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2020 - Present · 6 yrs 6 mos
LPL Financial LLC
May 2020 - Present · 6 yrs 6 mos
Previous Registrations
Securian Financial Services, INC.
February 2016 - May 2020 · 4 yrs 3 mos
Securian Financial Services, INC.Broker
February 2016 - May 2020 · 4 yrs 3 mos
Ameriprise Financial Services, INC.Broker
May 2012 - February 2016 · 3 yrs 9 mos
Ameriprise Financial Services, INC.
May 2012 - February 2016 · 3 yrs 9 mos
LPL Financial LLC
January 2009 - May 2012 · 3 yrs 4 mos
LPL Financial LLCBroker
January 2009 - May 2012 · 3 yrs 4 mos
Signator Investors, INC.
June 2001 - January 2009 · 7 yrs 7 mos
Signator Investors, INC.Broker
January 1991 - January 2009 · 18 yrs
John Hancock Mutual Life Insurance CompanyBroker
January 1991 - May 1997 · 6 yrs 4 mos
Delta Investment Securities CorporationBroker
January 1988 - January 1990 · 2 yrs
American Express Financial Advisors INC.Broker
November 1987 - January 1988 · 2 mos
Delta Investment Securities CorporationBroker
June 1987 - October 1987 · 4 mos
State Registrations13 states
ARAZCACOFLIDNJNVNYOHORUTWA
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.
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