Adam Palmer Todd
Investment adviser representative at Fmp Wealth Advisers
29 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Fmp Wealth AdvisersJan 2003 to now
- Financial Management Professionals, Inc.Jun 1997 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Fmp Wealth Advisers
Legal name: Financial Management Professionals Inc
$1.3BAssets managed
748Clients
14Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2923569
- Firm CRD
- 110270