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Todd Everingham

12 Years of Experience
Marion, OH
Broker

Todd Everingham is a registered investment advisor at Cetera Investment Advisers LLC, based in Marion, OH, with 12 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

125 East Lawn Drive, Marion, OH, 43302

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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 Activities

Todd is the executor of his mother's estate. This activity is not investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2018 - Present · 7 yrs 11 mos
Cetera Investment Services LLCBroker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Huntington Financial Advisors
May 2018 - June 2018 · 1 mo
The Huntington Investment CompanyBroker
January 2016 - June 2018 · 2 yrs 5 mos
Ing Financial Partners, INC.Broker
August 2007 - September 2009 · 2 yrs 1 mo
State Registrations3 states
INOHPA
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.
Todd Everingham - Financial Advisor | TrueAdvisor