David Todd
- Role
- First Vice President - Investments Pim Portfolio Manager at Wells Fargo Advisors
- Location
- Peoria, AZ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About David Todd
As a Financial Advisor with over 37 years\' experience, I am dedicated to working with…
Experience
First Vice President - Investments Pim Portfolio Manager
Feb 2011 — Present
PIM Portfolio Manager, Financial Advisor, Investment Planning, Estate Preservation Strategies
Skills
- Capital Markets
- Securities
- Wealth Accumulation Strategies
- Estate Investment Planning
- 401k
- Equities
- Financial Services
- Wealth Management
- Fixed Annuities
- Hedge Funds
- Financial Markets
- 401k Rollovers
- Bonds
- Retirement Plan Consulting
- Financial Advisory
- Trading
- Fixed Income Strategies
- Variable Annuities
- Investments
- 529 Plans
- Etfs
- Investment Strategies
- Mutual Funds
- Asset Allocation
- Retirement Planning
- Long-Term Care
- Wealth Preservation Planning
- Alternative Investments
- Iras
- Retirement
- Life Insurance
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