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Todd Porter Adams

LPl Financial LLC

Fort Myers, FL

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-02-04
OK RA APPROVED 2003-05-16
FL RA APPROVED 1991-08-28
  • TX RA
    APPROVED
    Since 2013-02-04
  • OK RA
    APPROVED
    Since 2003-05-16
  • FL RA
    APPROVED
    Since 1991-08-28

Branch Locations

12444 Brantley Commons Ct, Fort Myers, FL 33907-5684 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Fort Myers FL 02/1990 Present
Mills-Price & Associates, Inc. Fort Myers FL 02/1990 07/2018
  • 02/1990 → Present
    Lpl Financial Llc
    Fort Myers, FL
  • 02/1990 → 07/2018
    Mills-Price & Associates, Inc.
    Fort Myers, FL
Previous Registrations
  • 2005-03-21 → 2018-04-20
    Mills-Price & Associates, Inc.
    Fort Myers, FL
Other Businesses

(1) 08/19/2013 - DBA ONLY - MILLS-PRICE & ASSOCIATES, INC - FORT MYERS, FL

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-09-14
S65 Uniform Investment Adviser Law Examination 1994-06-17
  • S63 Uniform Securities Agent State Law Examination
    1999-09-14
  • S65 Uniform Investment Adviser Law Examination
    1994-06-17
Designations

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
UBS FINANCIAL SERVICES INC.
SANCTUARY ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich
WILLIAM CARR WHITE
JACQUELINE ANNETTE WEBSTER
SCOTT MICHAEL KLEIN
JEFFREY STUART MALAVSKY
WILLIAM HERBERT WHITE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL
UBS FINANCIAL SERVICES INC. · FORT MYERS, FL
LPL FINANCIAL LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL

More in Fort Myers, FL

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