Lisa M. Todd
Professional summary
Lisa Maureen Todd is a registered financial professional currently at COREBRIDGE CAPITAL SERVICES, INC. located in Woodland Hills, California.
Lisa is registered as a RR (Registered Representative) and started their career in finance in 1996. Lisa has worked at 8 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Lisa Maureen Todd's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 3, 2025 - Present
COREBRIDGE CAPITAL SERVICES, INC.
Office #1: 21650 Oxnard Avenue Suite 750, Woodland Hills, CA 91367January 6, 2021 - February 5, 2025
MML STRATEGIC DISTRIBUTORS, LLC
December 11, 2013 - January 25, 2021
MML INVESTORS SERVICES, LLC
September 14, 2012 - July 30, 2013
PACIFIC SELECT DISTRIBUTORS, LLC
October 10, 2006 - August 1, 2012
JOHN HANCOCK DISTRIBUTORS LLC
September 29, 1998 - November 25, 1998
IDS LIFE INSURANCE COMPANY
September 29, 1998 - November 25, 1998
AMERIPRISE FINANCIAL SERVICES, LLC
March 6, 1996 - August 28, 1998
HIMCO DISTRIBUTION SERVICES COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/3/2025)
Exams
FINRA
Current Firm
COREBRIDGE CAPITAL SERVICES, INC.
CRD#: 13158 / SEC#: , 8-28733
Contact information
FINRA licenses (52 States and Territories)
Documents
Disclosures
| Regulatory Event | 1 |
Red Flags
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