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Todd Alan Mazur

Investment adviser representative at LPL Financial LLC
28 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

28 years in the industry.

  1. LPL Financial LLCJul 2021 to now
  2. Pinellas Education FoundationFeb 2011 to Jul 2021
  3. Various Insurance Carriers for W & R Insurance AgenciesOct 1998 to Jul 2021
  4. Waddell & Reed, Inc.Jul 1998 to Jul 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
3087667
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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