Todd Freeman Homer

Current Employers

Employment History

• 01/1993 → 07/2017
  Waddell & Reed, Inc.
  Yakima, WA
• 03/1993 → 07/2017
  Various Insurance Carriers For W & R Insurance Agencies
  Yakima, WA
• 01/2004 → Present
  Homer Inc.
  Yakima, WA
• 11/2007 → Present
  Trmr Llc
  Yakima, WA
• 09/2014 → 06/2021
  Tlh R.E. Properties Llc
  Yakima, WA
• 07/2017 → Present
  Lpl Financial, Llc
  Yakima, WA
• 07/2017 → Present
  Financial Advocates Investment Management
  Yakima, WA

Previous Registrations

• 2017-07-26 → 2025-08-06
  Financial Advocates Investment Management
  Yakima, WA
  Olympia, WA
• 1996-04-11 → 2017-07-28
  Waddell & Reed
  Kennewick, WA
  Yakima, WA
  Tacoma, WA
  Yakima, WA
  Yakima, WA
  Tacoma, WA
  Yakima, WA
  Seattle, WA

Other Businesses

1. 07/26/2017 - INTEGRITY WEALTH ADVISORS- Investment related -At reported business location(s) DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)- Hours per month 40/ hours during trading 2 -Time spent percent 30% 2. 07/26/2017 - TODD HOMER/ NON-VARIABLE INSURANCE/ 10%/ YAKIMA, WA 3. 07/26/2017 - TRMR LLC/ REAL ESTATE RENTAL/ 0%/ YAKIMA, WA 4. 07/26/2017 - HOMER INC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 0%/ YAKIMA, WA 5) 07/27/2017-INTEGRITY WEALTH ADVISORS-Investment related-At reported business location(s)-Registered Investment Advisor DBA- IAR-started 5/31/2017-Hours per month 100/Hours during trading 5-Time spent percent 60% 6) 07/27/2017-FINANCIAL ADVOCATES INVESTMENT MANAGEMENT-Investment related -At reported business location(s)-Registered Investment Advisor Hybrid- IAR-started 5/31/2017-Hours per month 100/Hours during trading 0-Time spent percent 0%-I provide investment advisory services through FINANCIAL ADVOCATES INVESTMENT MANAGEMENT, an independent investment advisor firm. I started this business activity in 6/2017. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7) 7/22/2021 - Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 1/1/1998 - 3 Hours Per Month/3 Hours During Securities Trading - Long Term Care insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-01
• S63 Uniform Securities Agent State Law Examination
  1993-02-03

Other Names

• Todd Homer