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Todd Martin Woodland

VIVID FINANCIAL MANAGEMENT, INC.·ORCUTT, California
Clean recordVIVID FINANCIAL MANAGEMENT, INC.
340 EAST CLARK AVE., ORCUTT, CA 93455CRD# 1696805Firm CRD# 281392

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd Martin Woodland · ORCUTT, CA
Registration
CRD #1696805 · VIVID FINANCIAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Todd Martin Woodland is a registered financial advisor based in ORCUTT, California, affiliated with VIVID FINANCIAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VIVID FINANCIAL MANAGEMENT, INC.
VIVID FINANCIAL MANAGEMENT, INC.
AUM
$574M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at VIVID FINANCIAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1696805
Firm CRD# 281392
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Todd Martin Woodland offer?
Todd Martin Woodland specializes in Financial Planning, Investment Management. Contact their office in ORCUTT, California for a consultation.
What are Todd Martin Woodland's credentials?
Todd Martin Woodland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Martin Woodland located?
Todd Martin Woodland is based in ORCUTT, California, working with VIVID FINANCIAL MANAGEMENT, INC.. Their office serves clients in the ORCUTT metropolitan area and surrounding communities.
How does Todd Martin Woodland charge for services?
Todd Martin Woodland's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VIVID FINANCIAL MANAGEMENT, INC.?
VIVID FINANCIAL MANAGEMENT, INC. has approximately 21 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VIVID FINANCIAL MANAGEMENT, INC.

Julie Anne Darrah
ORCUTT, CA
Timothy Miller
ORCUTT, CA
Bradley Ryan Boulton
ORCUTT, CA
Calvin Clark Harris
ORCUTT, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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