TP
TP

Todd Polackin

20 Years of Experience
Carmel, IN
Broker

Todd Polackin is a registered investment advisor at Raymond James & Associates, INC., based in Carmel, IN, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

11611 N Meridian St, Ste 600, Carmel, IN, 46032-7118

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Todd works as a part-time hourly employee at UPS as a sorter since 2016, dedicating about half of his time. This activity is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2013 - Present · 13 yrs
Raymond James & Associates, INC.
May 2013 - Present · 13 yrs
Raymond James & Associates, INC.Broker
May 2013 - Present · 13 yrs
Previous Registrations
The Huntington Investment Company
May 2009 - May 2013 · 4 yrs
The Huntington Investment CompanyBroker
June 2007 - May 2013 · 5 yrs 11 mos
Online Brokerage ServicesBroker
August 2006 - June 2007 · 10 mos
Chase Investment Services CORP.Broker
July 2005 - July 2006 · 1 yr
Banc One Securities CorporationBroker
June 2005 - July 2005 · 1 mo
State Registrations27 states
AKAZCACODCFLGAIAILINKYMIMNMOMTNCNDNENVNYOHSCSDTNTXWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.