Tod Arbutina, financial advisor Beaver PA

Tod Arbutina

CRD Number: 3068276
Current Firm: Three Cord True Wealth Management, LLC

Tod Arbutina (CRD# 3068276) is an Investment Advisor Representative working at Three Cord True Wealth Management, LLC in Beaver, PA and has over 25 years of experience in the finance industry. Tod Arbutina has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Three Cord True Wealth Management, LLC Beaver, PA Sep 2020 - Current 3
Lpl Financial, LLC Beaver, PA Apr 2006 - Current 17
H2r Cpa Beaver, PA Jan 2020 - Dec 2021 1
Cottrill, Arbutina & Associates Pc Beaver, PA Jun 1994 - Jan 2020 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S66 NASAA Uniform Combined State Law Examination Jul 2005
Contact Info for Tod R. Arbutina
Phone Number: 724-683-3456
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    191
    MILLIONS
  • Total Number of Accounts
    640
    ACCOUNTS
  • Average Account Value
    $298,741
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, MD, OH, PA, SC, TX

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