Todd A. Mcspadden

BRIGHTHOUSE SECURITIES

Shelbyville, TN

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CRD#: 2874444

Professional summary

Todd Andrew Mcspadden, CFP® is a registered financial professional currently at BRIGHTHOUSE SECURITIES, LLC located in Shelbyville, Tennessee.

Todd is registered as a RR (Registered Representative) and started their career in finance in 1998. Todd has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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) - BD

Click below to view Todd Andrew Mcspadden's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

November 14, 2017 - Present

BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300

Shelbyville, TN

Past

March 9, 2016 - October 12, 2017

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

HARTFORD, CT

Past

March 6, 2015 - March 3, 2016

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

JERSEY CITY, NJ

Past

July 18, 2011 - December 12, 2014

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

April 1, 2009 - July 5, 2011

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

December 11, 2001 - March 18, 2009

DIRECTED SERVICES LLC

CRD#: 21675

WEST CHESTER, PA

Past

March 13, 2001 - November 30, 2001

DIRECTED SERVICES LLC

CRD#: 21675

WEST CHESTER, PA

Past

March 8, 2001 - March 22, 2001

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

April 29, 1998 - August 23, 2000

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Missouri
(11/14/2017)

Montana
(11/14/2017)

New Mexico
(12/10/2024)

New York
(11/14/2017)

Exams

State Security Law Exam

IAR

Series 65

Date: 8/17/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/6/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/28/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/21/1998

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300 / SEC#: , 8-69845

Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

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Contact information

Main Address

11225 North Community House Road, Charlotte, NC 28277

Mailing Address

11225 North Community House Road, Charlotte, NC 28277

Phone number

(800) 848-3854

Established

Delaware since 02/01/2000

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
BRIGHTHOUSE HOLDINGS, LLC	SOLE MEMBER (SHAREHOLDER)
BEAULIEU, PHILIP JOHNATHON	VICE PRESIDENT	5300540
DAVIS, MICHAEL BENJAMIN	VICE PRESIDENT	1742347
LAMBERT, MYLES JOSEPH	CHAIRMAN PRESIDENT AND CEO	3107551
LEINTZ, DONALD ANTHONY	VICE PRESIDENT	4374813
MACILVANE, KEVIN MICHAEL JR	VICE PRESIDENT	5164574
MARTINEZ, JOHN GREGORY	PRINCIPAL FINANCIAL OFFICER	2210722
MORGAN, JANET MARIE	VICE PRESIDENT	6770849
NIGRO, GERARD JOSEPH	SENIOR VICE PRESIDENT	1577003
PROHONIC, KRISTIN LEE	CHIEF COMPLIANCE OFFICER	3048592

Red Flags

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

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Todd A. Mcspadden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Todd Andrew Mcspadden's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL ATLANTIC DISTRIBUTORS, LLC

COREBRIDGE CAPITAL SERVICES, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

TRANSAMERICA CAPITAL, LLC

DIRECTED SERVICES LLC

DIRECTED SERVICES LLC

CAPITAL BROKERAGE CORPORATION

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/17/1998

Series 63

Date: 5/6/1998

SIE

Date: 10/1/2018

Series 7

Date: 4/28/1998

Series 24

Date: 5/21/1998

FINRA

Current Firm

BRIGHTHOUSE SECURITIES, LLC

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

BRIGHTHOUSE SECURITIES, LLC

TRUST BUT VERIFY

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