Todd BryantCRD Number: 5004759
Current Firm: Mml Investors Services, LLC
Todd Bryant (CRD# 5004759) is an Investment Advisor Representative working at Mml Investors Services, LLC in Orlando, FL and has over 11 years of experience in the finance industry. Todd Bryant 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.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Raymond James Financial Services Advisors, Inc.
|Mml Investors Services||Tampa, FL||Sep 2014 - Current||5|
|Mass Mutual Life Insurance Company||Tampa, FL||Jul 2014 - Current||5|
|Northwestern Mutual Investment Services, LLC||Orlando, FL||Sep 2013 - Aug 2014||< 1|
|Northwestern Mutual Investment Services, LLC||Orlando, FL||Jan 2008 - Aug 2014||6|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jul 2007 - Aug 2014||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2008|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
Total Assets Under Management30,087MILLIONS
Total Number of Accounts185,684ACCOUNTS
Average Account Value$162,035
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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