Todd Childers

4 STAR ADVISORY SERVICES LLC

Lancaster, OH 43130

Some features on this profile are disabled

CRD#: 4206651

Professional summary

Todd Childers, who also goes by P Todd Childers, Phillip Todd Childers, Todd Childers, is a registered financial advisor currently at 4 STAR ADVISORY SERVICES LLC located in Lancaster, Ohio.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Todd has worked at 6 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

P Todd Childers | Phillip Todd Childers | Todd Childers

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.

1. 4 Star Investments, PO BOX 516 Lancaster, OH 43130, Investment Related 2. Start Date: 10/2012 3. Approx number of hours devoted: 16 4. Approx number of hours during securities hours: 16 5. Tasks: Sells life insurance and fixed annuities 6. Accountant - between Feb and April I prepare tax returns for a fee - no commissions. Insurance - life insurance and annuity sales - commission related, the amount varies as it is as needed. Compensation was a percentage of the fees charged for the AUM.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Childers'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®

None

Experience

Current

November 5, 2019 - Present

4 STAR ADVISORY SERVICES LLC

Office #1: 426 East Main Street, Lancaster, OH 43130

RIA

CRD#: 306362

Lancaster, OH

Past

November 26, 2012 - February 10, 2020

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

Lancaster, OH

Past

July 1, 2009 - November 20, 2012

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

LANCASTER, OH

Past

June 30, 2009 - November 20, 2012

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

LANCASTER, OH

Past

February 17, 2004 - July 1, 2009

VALMARK ADVISERS, INC.

RIA

CRD#: 108050

LANCASTER, OH

Past

February 26, 2003 - July 1, 2009

VALMARK SECURITIES, INC.

CRD#: 31243

LANCASTER, OH

Past

August 8, 2000 - February 13, 2001

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(11/5/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/16/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/7/2000

General Securities Representative Examination

Current Firm

4 STAR ADVISORY SERVICES LLC

CRD#: 306362 / SEC#:

Ohio

Registered Investment Advisory firm - (11/5/2019 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

426 East Main Street, Lancaster, OH 43130

Mailing Address

Po Box 516, Lancaster, OH 43130

Phone number

(740) 653-4437

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	131
AUM (Assets Under Management)	$ 7,653,718

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.

Similar Advisors

Edmund Vilsack

JANNEY MONTGOMERY SCOTT LLC

IAR

Canonsburg, PA

Lorie Jones

TANDEM FINANCIAL, LLC

IAR

GREENWOOD VILLAGE, CO

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Todd Childers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

4 STAR ADVISORY SERVICES LLC

HORTER INVESTMENT MANAGEMENT, LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

VALMARK ADVISERS, INC.

VALMARK SECURITIES, INC.

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 63

Date: 6/16/2003

Series 7

Date: 8/7/2000

Current Firm

4 STAR ADVISORY SERVICES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

4 STAR ADVISORY SERVICES LLC

TRUST BUT VERIFY

Similar Advisors