Darrell Todd

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

• 01/2015 → 01/2021
  Hilltop Securities Independent Network Inc.
  Trophy Club, TX
• 01/2021 → Present
  Lpl Financial Llc
  Tr0Py Club, TX

Previous Registrations

• 2011-01-03 → 2021-02-05
  Momentum Independent Network Inc.
  Trophy Club, TX
  Dallas, TX
• 2004-01-29 → 2011-01-28
  Hilltop Securities Inc.
  Southlake, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX

Other Businesses

1)12/23/2020 - SOUTHLAKE FINANCIAL SERVICES - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2021 - 160 Hr/Mth

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-01-26
• S63 Uniform Securities Agent State Law Examination
  1984-04-20

Other Names

• Darrell Todd
• William Darrell Todd