Todd
Dalton
Partners In Financial Planning, LLC
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About this Advisor
Todd Dalton is a financial advisor who works in Salem, Virginia who has 12 years of industry experience. Dalton is an advisor for Partners In Financial Planning, LLC. They have been employed by Partners In Financial Planning, Llc for all of their career. Dalton has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas, Virginia and West Virginia. Partners In Financial Planning, LLC is a financial advisory business headquartered in Salem, VA. The firm has a total of 12 advisors. It controls $618 million in total assets between its 1,832 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm provides financial advice to four charitable organizations. Of its 1,832 customer accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services vary depending on the services offered. However, fees billed by Partners In Financial Planning, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Partners In Financial Planning, LLC Brokerage Details
$617,913,976
12
1,832
$337,289
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Todd Dalton Work History
Todd has been registered as a financial advisor for 12 years.*
Partners In Financial Planning
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Todd Dalton 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 Partners In Financial Planning, LLC
Salem, VA
Salem, VA
Salem, VA
Salem, VA
Salem, VA
Salem, VA
Salem, VA
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