TrueAdvisor
TrueAdvisor
DT
DT

Deborah Ann Todd

Momentum Independent Network INC.
25 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Momentum Independent Network INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
135 advisors
Number of Clients
1,916 clients
Average Client Portfolio
$698K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$30K
Financial Planning:Investment management only

Location

717 N. Harwood Street, Suite 3400, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Momentum Independent Network INC.
August 2017 - Present · 8 yrs 6 mos
Momentum Independent Network INC.Broker
September 2010 - Present · 15 yrs 5 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - September 2010 · 1 yr 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2010 · 1 yr 3 mos
Citigroup Global Markets INC.
January 2009 - June 2009 · 5 mos
Citigroup Global Markets INC.Broker
January 2009 - June 2009 · 5 mos
UBS Financial Services INC.
January 2008 - September 2008 · 8 mos
UBS Financial Services INC.Broker
September 2006 - September 2008 · 2 yrs
RBC Dain Rauscher INC.Broker
February 2002 - September 2006 · 4 yrs 7 mos
Salomon Smith Barney INC.Broker
February 2000 - December 2001 · 1 yr 10 mos
State Registrations12 states
CACOFLLANCNMNYOHOKORRITX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.