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Todd F Homer, CMFC – Wealth Advisor. Todd has been a Financial Advisor since 1993, serving a diverse client base throughout the great Northwest. He is a member of the Yakima Estate Planning Council and the National Association of Insurance and Financial Advisors (NAIFA). He currently holds the Chartered Mutual Fund Consultant (CMFC) designation.
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Apr 16, 2023 · Todd Homer is a financial advisor working in Yakima, Washington who has 6 years of industry experience. Homer is an employee of Financial Advocates Investment Management. Homer has gained experience at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Homer Inc, Trmr L...
Current Firm: Financial Advocates Investment Management. Todd Homer (CRD# 2315918) is an Investment Advisor Representative working at Financial Advocates Investment Management in Yakima, WA and has over 31 years of experience in the finance industry. CONTACT.
- 1601 Cooper Point Road Nw, Olympia, 98502, WA
- (360) 866-2345
Todd Homer is on the team of advisors at Financial Advocates Investment Management in Yakima, WA. Todd Homer has been working for 30 year (s). Their current role is with Financial Advocates Investment Management and LPL Financial. Todd Homer has previously passed the Series 63 and Series 65 examinations, and is registered to provide investment ...
5.0 - (3 reviews) 3. 0. About. Todd F. Homer, CMFC is located at 1450 N 16th Ave #100 in Yakima, Washington 98902. Todd F. Homer, CMFC can be contacted via phone at 509-453-4945 for pricing, hours and directions. Contact Info. 509-453-4945. (509) 453-0434. Products. IRAS. MUTUAL FUNDS. ROLLOVER IRA. ROLLOVER PLANS. ROTH IRA. SEP IRA. SIMPLE IRA.
