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TA

Todd G. Anderson

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CRD#: 1216391
TA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Todd Gerald Anderson was a registered financial professional .

Todd is a previously registered financial professional and started their career in finance in 1995. Todd had worked at 7 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 22, 2012 - January 9, 2017

WILLOW COVE INVESTMENT GROUP, INC.

BD
CRD#: 107824
WINNECONNE, WI
Past

October 14, 2008 - October 22, 2012

R.W. TOWT & ASSOCIATES

BD
CRD#: 128837
SAN DIEGO, CA
Past

July 20, 2005 - October 10, 2008

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
LAKEVILLE, MN
Past

October 9, 2003 - July 22, 2005

VIEWTRADE FINANCIAL

BD
CRD#: 47116
BOCA RATON, FL
Past

June 22, 2001 - October 13, 2003

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 42941
GOLDEN VALLEY, MN
Past

April 17, 1997 - June 22, 2001

GLOBAL FINANCIAL GROUP, INC.

BD
CRD#: 23958
MINNEAPOLIS, MN
Past

November 1, 1995 - April 1, 1997

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/22/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/31/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WC
WILLOW COVE INVESTMENT GROUP, INC.
WILLOW COVE INVESTMENT GROUP, INC.

CRD#: 107824 / SEC#: , 8-53062

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
5887 T Bar Lane, Winneconne, WI 54986
Mailing Address
5887 T Bar Lane, Winneconne, WI 54986
Phone number
(858) 404-0677
Established
California since 03/18/2002
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
L M SQUARED INVESTMENTS, LLCSHAREHOLDER
FRAGER, MICHAEL RAYMONDOWNER1230622
LOSSE, MICHAEL WILLIAMPRES/CEO/COO/CCO1907236
RACH, LYNNE MARIEVP, FINOP & RP1723996

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WILLOW COVE INVESTMENT GROUP, INC.

CRD#: 107824

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