Todd Dekellis is a registered investment advisor, based in Roseville, CA, with 17 years of industry experience.
Location
1210 E Roseville Parkway, Suite 130, Roseville, CA, 95678
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Todd is a financial advisor for Addison Avenue Investment Services and First Tech Federal Credit Union, both roles started in May 2023. He dedicates minimal time to these activities, providing financial advice to bank clients.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations21 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.