Todd Alan Volkman

Current Employers

Employment History

• 11/2014 → 09/2017
  Raymond James Financial Services, Inc.
  Addison, TX
• 11/2014 → 09/2017
  Viewpoint Bank
  Addison, TX
• 11/2014 → 09/2017
  Raymond James Financial Services Advisors Inc.
  Addison, TX
• 11/2014 → 09/2017
  Legacy Texas
  Addison, TX
• 09/2015 → 09/2016
  Segregation Holding
  Mckinney, TX
• 09/2017 → 05/2020
  Fuller Wealth Management, Llc
  Dallas, TX
• 09/2017 → 05/2020
  Xo Wealth Management
  Dallas, TX
• 05/2020 → Present
  Volkman Wealth Management, Llc
  Dallas, TX

Previous Registrations

• 2017-09-28 → 2020-08-07
  Xo Wealth Management
  Dallas, TX
• 2014-11-11 → 2017-09-25
  Raymond James Financial Services Advisors, Inc
  Plano, TX
  Addison, TX
• 2014-07-01 → 2014-11-10
  Citigroup Global Markets Inc.
  Frisco, TX
  New York, NY
  San Antonio, TX
  Washington, DC
• 2010-12-03 → 2014-07-01
  Dillon - Gage Securities, Inc.
  Addison, TX
  Addison, TX
• 2013-11-19 → 2014-07-01
  Mcclure Capital Advisors, Inc.
  Frisco, TX
• 2010-03-24 → 2010-11-23
  Efficient Market Advisors, Llc
  Dallas, TX
  La Jolla, CA
• 2008-06-02 → 2010-03-30
  Wells Fargo Investments, Llc
  Addison, TX
  Dallas, TX
• 2005-02-14 → 2008-02-19
  Bofa Advisors, Llc
  Dallas, TX
• 2005-01-11 → 2005-02-14
  Bacap Distributors, Llc
  Dallas, TX

Other Businesses

1) Todd Alan Volkman is an independent licensed insurance agent. 2) Position: Wholesaler; FIRM: Efficient Market Advisors; Investment Related: Yes; 4180 La Jolla Village Drive, Ste 315, La Jolla, CA 92037; Description of the business: Investment Management; Start date with business: 2020-09-01; Percentage of total yearly compensation expected to be derived from the business: 2.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-10
• S63 Uniform Securities Agent State Law Examination
  1994-05-25

Designations