Todd C Welsh, CFP

Overview

Todd C Welsh is an insurance agent, a registered representative and an investment adviser representative based in Tulsa, OK, with 27 years in the industry.

Years in the industry

27

States licensed

3

States registered

8

Carrier appointments

13

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 3 states
• Registered in 8 states

• Producer
• Series 3
• Series 31
• Series 66
• Series 7
• SIE

4 lines of authority, with every state and its dates

Firms

• Level Four Financial, LLCCurrent firm
• Scissortail Wealth Management, LLCCurrent firm

Employment history since 1999

Carriers

13 active carrier appointments

Book and practice

Firm assets under management on file