Todd Smith Email & Phone Number
Financial Advisor @ RAA - Financial Advisors
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Todd Smith Location
- Alpharetta, GA, US
Todd Smith Work
- 2021 -now Financial Advisor @
- 2021 -2021 Retired @ Retired
- 2018 -2021 Financial Consultant @
- 2015 -2018 Financial Consultant @
- 2012 -2018 Financial Consultant @
- 2014 -2015 Branch Manager @
- 2013 -2014 Assistant Branch Manager and Financial Consultant @
- 2012 -2013 Financial Consultant @
- 2010 -2012 Financial Advisor @ SunTrust Investments Services, Inc
- 2005 -2006 Retirement Plan Wholesaler @
- 1992 -2005 Financial Advisor, Branch Manager, Regional Manager and National Sales Manager @
Todd Smith Education
- College for Financial Planning
Certified Financial Planner (Financial Planning)
1988-1989 - The University of Georgia
BBA (Economics)
1975-1979
Todd Smith Skills
- Asset Management
- Fixed Annuities
- Small Business
- Strategic Financial Planning
- Investment Advisory
- Management
- Investments
- Series 7
- 401k
- Long Term Care
- Retirement
- Series 63
- Retirement Planning
- Asset Managment
- Financial Reporting
- Wealth Management
- Asset Allocation
- Insurance
- Securities
- FINRA
- Series 6
- Portfolio Management
- Banking
- Mutual Funds
- IRAs
Todd Smith Summary
- Todd Smith, based in Alpharetta, GA, US, is currently a Financial Advisor at Allworth Airline Advisors (Formerly RAA). Todd Smith brings experience from previous roles at Retired, Fidelity Investments, E*TRADE Financial Corporation and E*TRADE. Todd Smith holds a 1988 - 1989 Certified Financial Planner in Financial Planning @ College for Financial Planning. With a robust skill set that includes Asset Management, Fixed Annuities, Small Business, Strategic Financial Planning, Investment Advisory and more. Todd Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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