James L. Todd, Sr. CFP<sup>&reg;</sup> - Financial Advisor

James L. Todd, Sr. CFP®

CLU,ChFC,CLTC

Financial Representative

HF Financial

4350 Congress Street, Ste 300
Charlotte, NC 28209
(704) 557-9736

General

James Todd is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at HF Financial in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: GA,KY,MO,NJ,NC,OH,PA,SC,TN,WI
  • Health/disability insurance: AR,FL,GA,KY,MO,NJ,NC,OH,PA,SC,TN,WI
  • Fixed annuities: AR,FL,GA,KY,MO,NJ,NC,OH,PA,SC,TN,WI
  • Variable annuities: GA,KY,MO,NJ,NC,OH,PA,SC,TN,WI

Broker-Dealer Affiliation

MML Investors Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Long-term Care, Succession Planning

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Helpful Financial Planning Resources