Todd Dreyer is a CFP-designated registered investment advisor at LPL Financial LLC, based in Riverside, CA, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3610 Central Ave Ste 400, Riverside, CA, 92506
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2009Customer Dispute
April 2003Other 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
LPL Financial LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
LPL Financial LLC
LPL Financial LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Delta Investment Securities CorporationBroker
American Express Financial Advisors INC.Broker
Delta Investment Securities CorporationBroker
State Registrations13 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.