Todd Smith Email & Phone Number
Financial Advisor @ RAA - Financial Advisors
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Todd Smith Location
- Alpharetta, GA, US
Todd Smith Work
- Financial Advisor @ (October 2021 - Present)
- Retired @ Retired (July 2021 - October 2021)
- Financial Consultant @ (October 2018 - July 2021)
- Financial Consultant @ (October 2015 - October 2018)
- Financial Consultant @ (September 2012 - October 2018)
- Branch Manager @ (January 2014 - October 2015)
- Assistant Branch Manager and Financial Consultant @ (February 2013 - January 2014)
- Financial Consultant @ (September 2012 - January 2013)
- Financial Advisor @ SunTrust Investments Services, Inc (November 2010 - September 2012)
- Retirement Plan Wholesaler @ (June 2005 - December 2006)
- Financial Advisor, Branch Manager, Regional Manager and National Sales Manager @ (January 1992 - June 2005)
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
- Business Development
- Communication
- Consultative Selling
- Financial Services
- Investment Management
- Investments
- Risk Management
- Sales Management
- Asset Management
- Fixed Annuities
- Small Business
- Strategic Financial Planning
- Investment Advisory
- Management
- 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 and E*TRADE Financial Corporation. Todd Smith holds a 1988 - 1989 Certified Financial Planner in Financial Planning @ College for Financial Planning. With a robust skill set that includes Business Development, Communication, Consultative Selling, Financial Services, Investment Management and more. Todd Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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