TR
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Todd Joseph Rabalais

16 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
747 clients
Average Client Portfolio
$80K average
Assets Under Management
$59.7M
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Location

1701 W. Northwest Hwy Suite 100, Grapevine, TX, 76051

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Todd works as an insurance salesperson, selling life, accident, and health insurance through appointments with various insurance companies since 2006. The time commitment varies.

Employment History
Current Registrations
Kpc Financial Solutions, LLC
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Kpc Financial Solutions, LLC
February 2022 - February 2022 · 0 mos
Ae Wealth Management, LLC
April 2017 - January 2022 · 4 yrs 9 mos
Total Advisor Network, LLC
July 2016 - April 2017 · 9 mos
Puritan Wealth Management Group
August 2013 - July 2015 · 1 yr 11 mos
Puritan Wealth Management Group
May 2008 - December 2012 · 4 yrs 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.