Todd Slingerland
Todd Slingerland is a CFP-designated registered investment advisor at LPL Financial LLC, based in Albany, NY, with 36 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
6 Tower Place, Albany, NY, 12203
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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 owns an insurance agency (CFP Agency) and sells fixed, life, disability, and long-term care insurance, dedicating a few hours per week to this. He also provides investment advisory services through Wealthone, LLC, an independent investment advisor firm, which takes nearly full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wealthone, LLC
Voya Financial Advisors, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations46 states
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