Todd L. 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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Todd Lee Latocha's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
August 8, 2024 - Present
BLACKWATER FINANCIAL
June 7, 2021 - September 20, 2024
HIPPOCRATIC FINANCIAL ADVISORS
January 8, 2021 - May 12, 2021
PERSONAL CAPITAL ADVISORS CORPORATION
November 12, 2019 - February 24, 2021
FACET
November 1, 2017 - October 30, 2019
THE HUNTINGTON INVESTMENT COMPANY
October 24, 2017 - October 30, 2019
THE HUNTINGTON INVESTMENT COMPANY
March 9, 2017 - October 6, 2017
CETERA INVESTMENT ADVISERS LLC
January 24, 2017 - October 6, 2017
CETERA INVESTMENT SERVICES LLC
January 1, 2014 - April 10, 2014
NATIONWIDE SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/13/2024)
(1/8/2025)
(8/8/2024)
Exams
Current Firm
BLACKWATER FINANCIAL
CRD#: 331580 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 48 |
| AUM (Assets Under Management) | $ 19,670,000 |
Red Flags
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