Michael Todd Whitaker

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2011 → 02/2017
  Edward Jones
  Bogart, GA
• 02/2017 → Present
  Raymond James Financial Services, Inc.
  Watkinsville, GA
• 02/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Watkinsville, GA

Previous Registrations

• 2012-01-05 → 2017-02-15
  Edward Jones
  Athens, GA
  Bogart, GA
  St Louis, MO

Other Businesses

(1 TW Advisory Group LLC Address: 1360 Caduceus Way Ste 101, Watkinsville, GA, 30677, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/15/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2) The Avenue Wealth Management, LLC 1360 Caduceus Way Ste 101, Watkinsville, GA, 30677, Support Company - Non-Owner, Independent Contractor Related: No Start Date: 10/15/2015 HPMs: 81+ HPM trade hrs:: 41+ Duties: Independent Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2011-11-04

Other Names

• Todd Whitaker
• Todd Whitaker