Todd Latocha, financial advisor Fairmont WV

Todd Latocha

CRD Number: 6266874
Current Firm: Facet Wealth, Inc,

Todd Latocha (CRD# 6266874) is an Investment Advisor Representative working at Facet Wealth, Inc, in Fairmont, WV and has over 6 years of experience in the finance industry. Todd Latocha 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
Facet Wealth Fairmont, WV Oct 2019 - Current < 1
The Huntington Investment Company Fairmont, WV Oct 2017 - Oct 2019 2
Cetera Investment Advisers Morgantown, WV Mar 2017 - Oct 2017 < 1
Cetera Investment Services St.cloud, MN Dec 2016 - Oct 2017 < 1
First United Bank Morgantown, WV Oct 2016 - Oct 2017 1
First United Bank Morgan Town, WV Apr 2014 - Oct 2016 2
Nationwide Securities, LLC Columbus, OH Nov 2013 - Apr 2014 < 1
Nationwide Insurance Company Kingwood, WV Oct 2013 - Apr 2014 < 1
Unemployed Fairmont, WV May 2013 - Oct 2013 < 1
West Virginia University Morgantown, WV Aug 2009 - May 2013 3
Student Morgantown, WV Aug 2009 - May 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2017
S63 Uniform Securities State Law Examination Dec 2013
Contact Info for Todd L. Latocha
Phone Number: (443)376-6222
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    141
    MILLIONS
  • Total Number of Accounts
    586
    ACCOUNTS
  • Average Account Value
    $241,197
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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