Todd Moulton
Todd Moulton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Provo, UT, with 38 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
Firm Size
IM Fee
Assets Under Management
Location
3575 N 100 E, Suite 100, Provo, UT, 84604
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 1996Other Business Activities
Todd is a co-trustee for the Moulton Family Trust and owns Moulton Stables, Moulton/Smithfield LLC, and Westview Business Park, all involving rental real estate. He also owns Todd Moulton Financial Advisor, an LLC used for payroll and business expenses, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 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.