TB
TB

Todd Barrow

32 Years of Experience
Lakeland, FL
2 DisclosuresBroker

Todd Barrow is a registered investment advisor at Ameriprise Financial Services, LLC, based in Lakeland, FL, with 32 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

256 N Kentucky Ave, Lakeland, FL, 33801-4976

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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
July 2003
Settled
Customer Dispute
March 2003
Settled
Other Business Activities

Todd owns multiple real estate properties, some investment-related, and is co-owner of Barrow & Powers Financial Services Inc. He also serves as an Executive Pastor at Family Worship Center, dedicating about a third of his time to this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2023 - Present · 3 yrs 2 mos
Ameriprise Financial Services, LLCBroker
May 2023 - Present · 3 yrs 2 mos
Ameriprise Financial Services, LLC
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
Raymond James Financial Services
April 2004 - October 2009 · 5 yrs 6 mos
Raymond James Financial Services, INC.Broker
March 2004 - May 2023 · 19 yrs 2 mos
Barrow & Powers Financial Services, INC.
March 1998 - December 2023 · 25 yrs 9 mos
Linsco/private Ledger CORP.
July 1997 - April 2004 · 6 yrs 9 mos
Linsco/private Ledger CORP.Broker
July 1997 - April 2004 · 6 yrs 9 mos
Allen & Company of Florida, INC.Broker
March 1994 - August 1997 · 3 yrs 5 mos
State Registrations34 states
ALARAZCACOCTDCFLGAIAIDILINKYLAMAMDMIMNMSNCNENHNYOHOKORPASCTNTXVAWIWY
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.