Todd
Mccaffray

Harbour Investments, Inc

CRD#5950199
Investment Advisor
in Edmonds, WA

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About this Advisor

Todd Mccaffray is a certified financial planner and chartered financial consultant based out of Edmonds, Washington, with a total of 1 year of relevant experience. Mccaffray is on the advisory team at Harbour Investments, Inc. The advisor has gained experience at Equity Services, Inc, Envestnet Tamarac, Aht, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Koenig Financial Group and Harbour Investments, Inc. Mccaffray holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Washington. Harbour Investments, Inc is an advisory company based out of Madison, WI. The company has offices in 160 locations and a total of 219 employees. It handles $5 billion in assets under management among its 28,573 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advisory services to 59 charities and foundations. Of its 28,573 customer accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in investable assets. Harbour Investments, Inc offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice largely depend on the financial services provided. However, fee types billed by Harbour Investments, Inc most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Commissions

Office Location

120 5Th Ave S. #B
Edmonds, WA 98020

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Harbour Investments, Inc Brokerage Details

Total Assets Under Management

$4,468,811,819

WA Average: $2,826,565,184
Total Number of Employees

219

WA Average: 43
Total Number of Accounts

28,573

WA Average: 1,898
Average Account Size

$156,400

WA Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Todd Mccaffray Work History

Todd has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Koenig Financial Group

2022 - Present (2 years)

Harbour Investments, Inc

2020 - 2022 (2 years)

Kestra Advisory Services, LLC

2017 - 2017 (< 1 year)

Aht

2017 - 2022 (5 years)

Kestra Investment Services, LLC

2014 - 2017 (3 years)

Equity Services, Inc

2013 - 2014 (1 year)

Envestnet Tamarac

*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 Mccaffray 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 Harbour Investments, Inc

Gregory Volitich
Carnegie, PA
Taylor Robson
Madison, WI
Keith Wicklund
Roscoe, IL
Jill Sommers
Madison, WI
Janessa Price
Neenah, WI
Kimberly Schreiber
Milwaukee, WI
David Nelson
Edmonds, WA
Joshua Ryan
Roscoe, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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