Todd S Mccaffray
Investment adviser representative at Harbour Investments, Inc.
12 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$9.6BFirm assets
Are you Todd S Mccaffray? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Harbour Investments, Inc.Jul 2022 to now
- Koenig Financial GroupJul 2022 to now
- Kestra Advisory Services, LLC.Feb 2020 to Jul 2022
- Kestra Investment Services, LLC.Sep 2017 to Jul 2022
- AhtAug 2017 to Sep 2017
- UnemployedMar 2017 to Aug 2017
- Equity Services, IncJun 2014 to Feb 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
Harbour Investments, Inc.
$9.6BAssets managed
30,309Clients
242Advisers
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
- 5950199
- Firm CRD
- 19258