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Adam Palmer Todd

Fmp Wealth Advisers

Austin, TX

CRD 2923569

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Employer firm

Fmp Wealth Advisers CRD 110270

$1.34B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Fmp Wealth Advisers

6034 West Courtyard Drive Suite 380, Austin, TX 78730 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2003-03-13
TX RA APPROVED 2003-01-02
  • LA RA
    APPROVED
    Since 2003-03-13
  • TX RA
    APPROVED
    Since 2003-01-02

Branch Locations

6034 W. Courtyard Drive Suite 380, Austin, TX 78730 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Management Professionals, Inc. Austin TX 06/1997 Present
  • 06/1997 → Present
    Financial Management Professionals, Inc.
    Austin, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-07-16
  • S63 Uniform Securities Agent State Law Examination
    1997-07-16
Designations
  • Certified Financial Planner
Other Names
  • Adam Todd

View on SEC IAPD

Nearby Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES

Nearby Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner

Nearby Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX

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