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Todd Lee Latocha

Todd L. Latocha

BLACKWATER FINANCIAL
FAIRMONT, WV
Some features on this profile are disabled
CRD#: 6266874
Todd Lee Latocha

Professional summary

Todd Lee Latocha, CFP® is a registered financial advisor currently at BLACKWATER FINANCIAL located in Fairmont, West Virginia.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Todd has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Todd Lee Latocha'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

Start date: 2019

Experience

Current

August 8, 2024 - Present

BLACKWATER FINANCIAL

RIA
CRD#: 331580
FAIRMONT, WV
Past

June 7, 2021 - September 20, 2024

HIPPOCRATIC FINANCIAL ADVISORS

RIA
CRD#: 169481
Fairmont, WV
Past

January 8, 2021 - May 12, 2021

PERSONAL CAPITAL ADVISORS CORPORATION

RIA
CRD#: 155172
Fairmont, WV
Past

November 12, 2019 - February 24, 2021

FACET

RIA
CRD#: 285961
Fairmont, WV
Past

November 1, 2017 - October 30, 2019

THE HUNTINGTON INVESTMENT COMPANY

RIA
CRD#: 16986
FAIRMONT, WV
Past

October 24, 2017 - October 30, 2019

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
FAIRMONT, WV
Past

March 9, 2017 - October 6, 2017

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
MORGANTOWN, WV
Past

January 24, 2017 - October 6, 2017

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
MORGANTOWN, WV
Past

January 1, 2014 - April 10, 2014

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
KINGWOOD, WV

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
California
(12/13/2024)
IAR
Texas
(1/8/2025)
IAR
West Virginia
(8/8/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/2/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/30/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/24/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/28/2013
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BF
BLACKWATER FINANCIAL
BLACKWATER FINANCIAL | BLACKWATER FINANCIAL, LLC

CRD#: 331580 / SEC#:

California
Registered Investment Advisory firm - (12/13/2024 Approved)
Texas
Registered Investment Advisory firm - (1/3/2025 Conditional Restricted)
West Virginia
Registered Investment Advisory firm - (8/8/2024 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Fairmont, WV
Mailing Address
726 East Park Ave. Ste 240, Fairmont, WV 26554
Phone number
(304) 314-4249
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts189
AUM (Assets Under Management)$ 46,529,449

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

BLACKWATER FINANCIAL

CRD#: 331580Fairmont, WV

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