Darrell Todd
LPL Financial Advisor
Darrell is a LPL registered representative and investment advisor representative with over 30 years in the financial services industry. He graduated from University of Texas at Dallas with a Bachelor of Science in Finance and Accounting. He is also a proud member of the Chartered Financial Analyst Society of DFW.
He has built his business by listening to his clients and providing them with financial advice and guidance. His dedication and ambition to learn the business has made him a successful independent financial advisor. Darrell puts his client's best interest first and is committed to help pursue your financial goals.
Darrell works in areas of retirement, estate planning and Investment Advisory Services. His clients consist primarily of retirees, business owners and high net worth individuals. He is passionate about his industry and considers his clients his friends. His goals are to build long lasting relationships to better understand each client's needs, wants and desires now and for retirement. By using a proven process in which each client is personally involved, a unique and flexible plan is created. He serves clients primarily in Dallas/Fort Worth, Texas area, but also represents clients in 16 other states where he is licensed and registered to conduct business.
Darrell and his wife, Susan, have been married since 1980 and live in the Trophy Club area with their three dogs Bella, Abby and Ginger. They have two children, Amanda and Darren, and three grandchildren.
Education:
- B.S. in Finance and Accounting from the University of Texas @ Dallas.
Licensing (held with LPL):
- Series 3 - National Commodity Futures
- Series 4 - Registered Options Principal
- Series 7 - General Securities Representative
- Series 8 - General Securities Sales Supervisor (Options Module & General Module)
- Series 24 - General Securities Principal
- Series 27 - Financial and Operations Principal
- Series 53 - Municipal Securities Principal
- Series 63 - Uniform Securities Agent State Law Exam
- Series 65 - NASAA-Investment Advisors Law Exam