Unclaimed Profile

Adam Palmer Todd

FINANCIAL MANAGEMENT PROFESSIONALS INC·AUSTIN, Texas

Series 6, Series 63Clean record23 years registeredFINANCIAL MANAGEMENT PROFESSIONALS INC

6034 WEST COURTYARD DRIVE, AUSTIN, TX 78730CRD# 2923569Firm CRD# 110270

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Palmer Todd · AUSTIN, TX

Registration

CRD #2923569 · FINANCIAL MANAGEMENT PROFESSIONALS INC · 23 years registered

Brand Profile

Not yet started

Career History

FMP WEALTH ADVISERS

Jan 2003 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · January 2, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL MANAGEMENT PROFESSIONALS INC

CRD 110270 · SEC 801-30367

AUM

$952M

Regulatory assets under management

Employees

2,613 client accounts

Services offered by FINANCIAL MANAGEMENT PROFESSIONALS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FINANCIAL MANAGEMENT PROFESSIONALS INC →

Introduction

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Frequently Asked Questions

What services does Adam Palmer Todd offer?

Adam Palmer Todd specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.

What are Adam Palmer Todd's credentials?

Adam Palmer Todd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Palmer Todd located?

Adam Palmer Todd is based in AUSTIN, Texas, working with FINANCIAL MANAGEMENT PROFESSIONALS INC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Adam Palmer Todd charge for services?

Adam Palmer Todd'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 FINANCIAL MANAGEMENT PROFESSIONALS INC?

FINANCIAL MANAGEMENT PROFESSIONALS INC has approximately 14 employees and manages $952M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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