Todd Frederick Williams
Professional Summary
Todd Frederick Williams is a registered financial advisor currently at ORCHARD SECURITIES, LLC located in Old Lyme, Connecticut. Todd is registered as a RR (Registered Representative) and started their career in finance in 2004. Todd has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 39 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
JOSEPH CAMERON | ORCHARD SECURITIES, LLC | JOSEPH CAMERON, LLC | JOSEPH CAMERON LLC
Contact Information
Main Address
365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062Mailing Address
365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062Phone Number
(801) 316-4301Established
Utah since 09/27/2005Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CREEKSIDE LAND DEVELOPMENT, LLC | MEMBER | — |
| FAR VISIONS, LLC | MEMBER | — |
| NORTH CANYON ENTERPRISES, LLC | MEMBER | — |
| TOTTENHAM INVESTMENTS, LLC | MEMBER | — |
| TRIPLE CROWN SECURITES, LLC | MEMBER | — |
| BADALAMENTI, CHARLES RICHARD | FINOP | 2065038 |
| BRADBURN, KEVIN CHRISTOPHER | MANAGER, CHIEF EXECUTIVE OFFICER | 2718206 |
| GARRETT, TAYLOR WESTON | PRESIDENT | 4829547 |
| SANTIAGO-PAEZ, SAMANTHA CRYSTAL | CHIEF COMPLIANCE OFFICER | 4369755 |
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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.
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MORGAN STANLEY
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Jun 2004About the Series 22 examSeries 39 — Direct Participation Programs Principal Examination
Passed Jan 2008About the Series 39 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Todd Frederick Williams's CRS (Customer Relationship Summary).
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