TODD ALAN VOLKMAN is an investment adviser representative (IAR) with state registration records since 2005, appearing at 10 firms. Currently registered with VOLKMAN WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| VOLKMAN WEALTH MANAGEMENT, LLC | 2020-07-16 | present | Yes |
| XO WEALTH MANAGEMENT | 2017-09-28 | 2020-08-07 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2014-11-11 | 2017-09-25 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2014-07-01 | 2014-11-10 | — |
| MCCLURE CAPITAL ADVISORS, INC. | 2013-11-19 | 2014-07-01 | — |
| DILLON - GAGE SECURITIES, INC. | 2010-12-03 | 2014-07-01 | — |
| EFFICIENT MARKET ADVISORS, LLC | 2010-03-24 | 2010-11-23 | — |
| WELLS FARGO INVESTMENTS, LLC | 2008-06-02 | 2010-03-30 | — |
| BOFA ADVISORS, LLC | 2005-02-14 | 2008-02-19 | — |
| BACAP DISTRIBUTORS, LLC | 2005-01-11 | 2005-02-14 | — |