Todd Alan Mazur

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1998 → 07/2021
  Waddell & Reed, Inc.
  Oldsmar, FL
• 02/2011 → 07/2021
  Pinellas Education Foundation
  Largo, FL
• 10/1998 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Oldsmar, FL
• 07/2021 → Present
  Lpl Financial Llc
  Oldsmar, FL

Previous Registrations

• 2004-03-04 → 2021-07-21
  Waddell & Reed
  Palm Harbor, FL
  Charleroi, PA
  Oldsmar, FL

Other Businesses

1) 1998- TODD MAZUR- Non-Variable Insurance- Agent- inv. related- OLDSMAR, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-20
• S63 Uniform Securities Agent State Law Examination
  2008-06-20

Other Names

• Todd Mazur