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Advisors / Texas / Trophy Club
43yrs

Darrell Todd

Financial advisor at LPL Financial

Darrell Todd is a fiduciary financial advisor in Trophy Club, Texas, with 43 years in the industry. After ten years at Momentum Independent Network and seven years at Hilltop Securities, Darrell joined LPL Financial in 2021, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 32 advisors with offices in Trophy Club, and one of 31 fiduciaries.

Trophy Club, TX 76262Top 2% by experience in TexasFiduciary advisor
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At a glance

Experience43 years (since 1984)
How that compares ?Top 2% by experience in Texas
Office90 Trophy Club Dr, Suite. 131, Trophy Club, TX 76262
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2021 – now
    LPL Financial LLCCurrent firm
  2. 2011 – 2021
  3. 2004 – 2011

Questions to ask Darrell

Tailored to Darrell’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Darrell

How do I contact Darrell?

Call LPL Financial at (704) 733-3300 and ask for Darrell Todd. Darrell works from the Trophy Club, TX office.

How long has Darrell been a financial advisor?

Darrell has been in the industry since 1984, about 43 years. Top 2% by experience in Texas.

What licenses does Darrell hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Darrell a fiduciary?

Darrell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Darrell paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Darrell for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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