Todd Tolbert
Todd Tolbert is a registered investment advisor at Cetera Investment Advisers LLC, based in Macon, GA, with 18 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
Firm Size
IM Fee
Assets Under Management
Location
1701 Bass Road, Suite 200, Macon, GA, 31210
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Todd is a financial planner with Bolder Investment Group LLC, assisting clients with investment and insurance choices, dedicating about a quarter of his time. He also is a part owner of Burning Triangle Productions and a board member for the Georgia State Board of Accountancy.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations11 states
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