Todd Anthony Venturini

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

• 03/2016 → Present
  Lpl Financial, Llc
  Modesto, CA

Previous Registrations

• 2007-06-04 → 2016-03-09
  Cetera Wealth Services, Llc
  Modesto, CA
• 2001-03-30 → 2004-02-02
  A. G. Edwards & Sons, Inc.
  Modesto, CA

Other Businesses

1. 03/09/2016 - Granite Wealth Management/ DBA for LPL Business (entity for LPL business)/ 100%/ MODESTO, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-24
• S63 Uniform Securities Agent State Law Examination
  1998-10-16

Designations

• Certified Financial Planner