Profil
William Robert Todd is currently a Partner & Wealth Manager at Harborview Advisors LLC since 2014.
Prior to his current position, he worked as a Principal at Cantella & Co., Inc. from 2004 to 2014 and as a Principal at First Allied Securities, Inc. from 2002 to 2004.
Mr. Todd completed his undergraduate degree at McGill University.
Postes actifs de William Robert Todd
| Sociétés | Poste | Début |
|---|---|---|
Harborview Advisors LLC
 Harborview Advisors LLC Investment ManagersFinance Part of Harborview Investments LLC, Harborview Advisors LLC is a wealth management company based in Portland, ME. Harborview Advisors offers financial planning and portfolio management services to help clients achieve their investment goals. The company's team of experienced finance professionals provides unbiased recommendations and impartial guidance to clients. Harborview Advisors' approach involves clarifying their fee structure, analyzing clients' goals, and recommending an investment strategy designed to meet their risk tolerance. The company's website also offers a form to get started on an investment plan and a downloadable form CRS. The company was founded in 2004 by David Stefansky. | President | 01/10/2014 |
Anciens postes connus de William Robert Todd
| Sociétés | Poste | Fin |
|---|---|---|
Cantella & Co., Inc.
 Cantella & Co., Inc. Investment Banks/BrokersFinance Cantella & Co., Inc. operates as an independent broker or dealer and SEC registered investment advisor. It develops investment portfolios and strategies for individuals, families, and business owners. The company was founded by Vincent Cantella in 1952 and is headquartered in Boston, MA. | Corporate Officer/Principal | 09/10/2014 |
First Allied Securities, Inc.
 First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | 19/11/2004 |
Formation de William Robert Todd
| McGill University | Undergraduate Degree |
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Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Harborview Advisors LLC
Harborview Advisors LLC Investment ManagersFinance Part of Harborview Investments LLC, Harborview Advisors LLC is a wealth management company based in Portland, ME. Harborview Advisors offers financial planning and portfolio management services to help clients achieve their investment goals. The company's team of experienced finance professionals provides unbiased recommendations and impartial guidance to clients. Harborview Advisors' approach involves clarifying their fee structure, analyzing clients' goals, and recommending an investment strategy designed to meet their risk tolerance. The company's website also offers a form to get started on an investment plan and a downloadable form CRS. The company was founded in 2004 by David Stefansky. | Finance |
First Allied Securities, Inc.
First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
Cantella & Co., Inc.
Cantella & Co., Inc. Investment Banks/BrokersFinance Cantella & Co., Inc. operates as an independent broker or dealer and SEC registered investment advisor. It develops investment portfolios and strategies for individuals, families, and business owners. The company was founded by Vincent Cantella in 1952 and is headquartered in Boston, MA. | Finance |
