Todd
Sessums

Agw Capital Advisors

CRD#7112787
Investment Advisor
in Tampa, FL

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About this Advisor

Todd Sessums is a financial advisor based in Tampa, Florida, working with Agw Capital Advisors. Todd has previously held positions at Raymond James And Associates, Inc, Full Time Education, Mccollum & Wilson P.C, Briggs & Stratton, Dhl Supply Chain, Raymond James & Associates, Crispy Cleaning, and Agw Capital Advisors. Todd has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Todd is part of Agw Capital Advisors, which operates out of Tampa, Florida. The firm has 14 employees and manages assets totaling $1.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Agw Capital Advisors includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

511 W. Bay Street Suite 310
Tampa, FL 33606

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Agw Capital Advisors Brokerage Details

Total Assets Under Management

$1,150,280,809

FL Average: $1,855,561,029
Total Number of Employees

14

FL Average: 62
Total Number of Accounts

975

FL Average: 2,474
Average Account Size

$1,179,775

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Todd Sessums Work History

2023 - Present (1 year)

Agw Capital Advisors

2022 - 2022 (< 1 year)

Crispy Cleaning

2020 - 2023 (3 years)

Raymond James And Associates, Inc

2019 - 2019 (< 1 year)

Raymond James & Associates

2018 - 2018 (< 1 year)

Briggs & Stratton

2018 - 2018 (< 1 year)

Dhl Supply Chain

2017 - 2017 (< 1 year)

Mccollum & Wilson P.C

2014 - 2019 (5 years)

Full Time Education

Disclosures

Please visit the SEC profile of Todd Sessums to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Agw Capital Advisors

Todd Sessums
Tampa, FL
Jared Lynn
Tampa, FL
Melissa Mayer
Tampa, FL
James Robbins
Tampa, FL
Rachel Toscano
Tampa, FL
William Buser
Tampa, FL
Chase Fowler
Tampa, FL
Kathryn Bryant
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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