Unclaimed Profile

Todd William Carter

TRUTINA FINANCIAL, L.L.C.·BELLEVUE, Washington

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 65Clean record24 years registeredTRUTINA FINANCIAL, L.L.C.

10811 MAIN STREET, BELLEVUE, WA 98004-6323CRD# 1122956Firm CRD# 148866

Profile Verification

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

Identity

Todd William Carter · BELLEVUE, WA

Registration

CRD #1122956 · TRUTINA FINANCIAL, L.L.C. · 24 years registered

Brand Profile

Not yet started

Career History

INVESTOR FAN

Jul 2024 – present

TRUTINA FINANCIAL

Feb 2012 – Feb 2021

BELLEVUE, WA

PACIFIC WEST FINANCIAL CONSULTANTS INC

Jun 2005 – Feb 2012

BELLEVUE, WA

MUTUAL SERVICE CORPORATION

Jan 2002 – Jun 2005

WEST PALM BECH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · January 22, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUTINA FINANCIAL, L.L.C.

CRD 148866 · SEC 801-70313

AUM

$942M

Regulatory assets under management

Employees

1,119 client accounts

Services offered by TRUTINA FINANCIAL, L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRUTINA FINANCIAL, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Todd William Carter offer?

Todd William Carter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Todd William Carter's credentials?

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

Where is Todd William Carter located?

Todd William Carter is based in BELLEVUE, Washington, working with TRUTINA FINANCIAL, L.L.C.. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Todd William Carter charge for services?

Todd William Carter'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 TRUTINA FINANCIAL, L.L.C.?

TRUTINA FINANCIAL, L.L.C. has approximately 16 employees and manages $942M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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