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Advisors / Virginia / Midlothian
27yrs

Todd E Eichman

Financial advisor at Kestra Advisory Services

Midlothian, VA 23113CFP®Top 22% by experience in MidlothianFiduciary advisor
Call the officeDirections

At a glance

Experience27 years (since 1999)
How that compares ?Top 22% by experience in Midlothian
Office1173 Jefferson Green Circle Unit 3a, Midlothian, VA 23113
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Kestra Advisory Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

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

Designations

CFP®

Licenses

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

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 2016 – now
    Kestra Advisory Services, LLCCurrent firm
  2. 2005 – 2014
    Sterling Asset Management, LLCPreviously

Questions to ask Todd

Tailored to Todd’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. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Todd

How do I contact Todd?

Call Kestra Advisory Services at 8445537872 and ask for Todd E Eichman. Todd works from the Midlothian, VA office.

How long has Todd been a financial advisor?

Todd has been in the industry since 1999, about 27 years. Top 22% by experience in Midlothian.

What licenses does Todd hold?

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

Is Todd a fiduciary?

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

How is Todd paid?

Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Todd for your total yearly cost in dollars.

Official record as of October 2, 2026.

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

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