Todd Moll

Director & Chief Investment Officer at Provenance Wealth Advisors LLC

Todd Moll

Todd Moll

Director & Chief Investment Officer at Provenance Wealth Advisors LLC

Biography

Provenance Wealth
Financial Planner
Todd A. Moll -


Experience :


Todd Moll is a Director and the Chief Investment Officer of Provenance Wealth Advisors and a Registered Representative and Investment Advisory Representative offering securities and investment advisory services through Walnut Street Securities, Inc., Member FINRA, SIPC. He is licensed to sell securities in Florida, Massachusetts, Connecticut and Minnesota. Todd merged his successful asset management and financial planning practice with Provenance Wealth Advisors in January 2001 and is responsible for heading the firm’s asset management and investment planning divisions.

With over thirteen years of experience in the financial planning community, Todd has earned the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Financial Analyst certification. He has lectured and published extensively in various trade associations and publications. Todd is a graduate of Florida Atlantic University with a Bachelor’s Degree in Finance.

Overview
Career Highlights

Provenance Wealth Advisors LLC

RelSci Relationships

56

Number of Boards

1

Number of Awards

2

Contact Data
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Relationships
RelSci Relationships are individuals Todd Moll likely has professional access to. A relationship does not necessarily indicate a personal connection.

Director of Retirement Plan Consulting at Provenance Wealth Advisors LLC

Relationship likelihood: Strong

Director & Rjfs Financial Advisor at Provenance Wealth Advisors LLC

Relationship likelihood: Strong

Head of Insurance Services & Senior Business Manager at Provenance Wealth Advisors LLC

Relationship likelihood: Strong

Certified Public Accountant & Financial Advisor at Provenance Wealth Advisors LLC

Relationship likelihood: Strong

Director of Tax, Consulting & International Services at Berkowitz Pollack Brant Advisors and Accountants

Relationship likelihood: Strong

Director at Provenance Wealth Advisors LLC

Relationship likelihood: Strong

Head of Retirement Plan Consulting & Rjfs Financial Advisor at Provenance Wealth Advisors LLC

Relationship likelihood: Strong

Chief Executive Officer, Managing Director & Rjfs Financial Advisor at Provenance Wealth Advisors LLC

Relationship likelihood: Strong

Partner at Provenance Wealth Advisors LLC

Relationship likelihood: Strong

Director at Provenance Wealth Advisors LLC

Relationship likelihood: Strong

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Todd Moll
Director & Chief Investment Officer at Provenance Wealth Advisors LLC
Education
Bachelor's Degree in Finance

Florida Atlantic University (also referred to as FAU or Florida Atlantic) is a public university located in Boca Raton, Florida with five satellite campuses located in the Florida cities of Dania Beach, Davie, Fort Lauderdale, Jupiter, and in Fort Pierce at the Harbor Branch Oceanographic Institution. FAU belongs to the 12-campus State University System of Florida and serves South Florida which has a population of more than three million people and spans more than 100 miles (160 km) of coastline.

Career History
Director & Chief Investment Officer
Current

Provenance Wealth Advisors LLC is an American private company located in Fort Lauderdale, FL. The firm provides investment advice.

Registered Representative & Investment Advisory Representative
Prior

Walnut Street Securities is an Independent Broker-Dealer affiliate of MetLife. As a member of the MetLife Broker-Dealer Group, Walnut Street Securities is the Broker-Dealer of choice of some of the industry’s most successful financial professionals. At the heart of our business are core values that guide our relationships and practices. These practices include recognizing the importance of people, integrity, honesty, and continually striving to help our customers establish financial freedom. By embracing these values we have become the Choice of Leaders. Walnut Street Securities believes in working collaboratively within our organization and with our external partners to ensure that our independent financial professionals and their clients receive the highest level of service they deserve. Our financial professionals have access to a full complement of best-in-class proprietary technology tools, custom sales and practice management strategies, compliance and regulatory experts as well as a robust platform of products designed to meet clients’ diverse needs. A number of investment solutions include: Advisory Products Alternative Investments Annuities Bonds Mutual Funds Qualified Retirement Plan Solutions Stocks Our culture and core values extend beyond the home office and into our branch offices located throughout the country. These branches are cornerstones of their communities, providing the best in financial services and products to their locales and many dedicate countless hours of time and energy through their volunteerism and charitable causes. Walnut Street Securities has representatives licensed and registered to conduct business in all 50 states, the District of Columbia and Puerto Rico.

Awards & Honors
CFA (Chartered Financial Analyst)
CFP (Certified Financial Planner)
Other Affiliations
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