Todd
Latocha
Hippocratic Financial Advisors
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About this Advisor
Todd Latocha is a financial advisor based in Fairmont, West Virginia, working with Hippocratic Financial Advisors. Todd has previously held positions at First United Bank, Cetera Investment Services, Cetera Investment Advisers, The Huntington Investment Company, Facet Wealth, Personal Capital Advisors Corporation, and Hippocratic Financial Advisors. Todd has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Arizona, California, and Texas. Currently, Todd is part of Hippocratic Financial Advisors, which operates out of Fairmont, West Virginia. The firm has 2 offices and 11 employees. The firm manages assets totaling $123.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Hippocratic Financial Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hippocratic Financial Advisors Brokerage Details
$122,979,016
11
949
$129,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Todd Latocha Work History
Hippocratic Financial Advisors
Personal Capital Advisors Corporation
Facet Wealth
Cetera Investment Advisers
The Huntington Investment Company
First United Bank
Cetera Investment Services
First United Bank
Disclosures
Please visit the SEC profile of Todd Latocha 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 Hippocratic Financial Advisors
Fairmont, WV
Thousand Oaks, CA
Pittsburgh, PA
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