TC
TC

Todd Carmack

11 Years of Experience
Sells Insurance

Todd Carmack is a registered investment advisor at Bedrock Investment Advisors, based in Scottsdale, AZ, with 11 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 224 clients with $50M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$49.8M
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Location

7621 E. Gray Rd. Suite C., Scottsdale, AZ, 85260

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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 ActivitiesSells Insurance

Todd is an insurance agent under Bedrock Financial Services, selling life and annuity products on a commission basis. This is a 1099 business.

Employment History
Current Registrations
Bedrock Investment Advisors
November 2014 - Present · 11 yrs 5 mos
Previous Registrations
Bedrock Investment Advisors
November 2014 - December 2024 · 10 yrs 1 mo
Bfc Planning, INC.
August 2014 - November 2014 · 3 mos
State Registrations1 state
AZ
Advisor

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.