Todd Moll is a CFP-designated registered investment advisor, based in Fort Lauderdale, FL, with 34 years of industry experience.
Location
200 East Las Olas Boulevard, 19th Floor, Fort Lauderdale, FL, 33301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Todd is an agent for non-variable life insurance sales, dedicating a few hours per week to this activity. He is also the owner and CEO of Todd A. Moll CFA PA, spending about half his time in this role, and a director of ZYH Holdings LLC, spending minimal time. He also refers business to a CPA firm.
Employment History
Current Registrations
Pwa Securities, LLCBroker
Provenance Wealth Advisors
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
Walnut Street Securities, INC.
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.