Todd Finkel is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5811 Pelican Bay Blvd, Ste 600, Naples, FL, 34108
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2019Other Business Activities
Todd is co-trustee for his father's trust and significant other's trust, and trustee for Finkel Financial LLC 401k. He also owns 100% of Finkel Financial LLC. These activities require minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations35 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.