Todd Gartrell
Todd Gartrell is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 34 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
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Todd is a trustee for Clearbrook Holdings, LLS, and the Gartrell Marital Trust, delegating fiduciary duties to trust companies. He also supports his wife as a health coach for Optavia, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
USAA Investment Management CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations10 states
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