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Ft Lauderdale Financial Advisor

Todd A. Moll, CFP®, CFA

Director and Chief Investment Officer


tmoll@provwealth.com
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Experience:

Todd Moll is the director and chief investment officer for Provenance Wealth Advisors. He has more than 25 years of experience in financial services and investment management and  incorporates his broad knowledge of financial planning matters into clients’ investment strategies.

As the firm’s chief investment officer, Moll heads the investment committee and investment research team as well as leads the investment advisory division. He places strong emphasis on forward-thinking investment and planning strategies.

Moll has been quoted in several publications, including The Sun-Sentinel, Forbes.com, US News and World Report, The Suit Magazine and the SEI Professional Business Journal. In addition, he was included on Barron’s Top 1,200 Financial Advisors list in 2015, 2016, 2017, 2018 and 2019; on the FT 400 list in 2015, 2016, 2017 and 2019; and on the Forbes Best in State Financial Advisors list in 2018 and 2019.

 

Check the background of this investment professional on FINRA’s BrokerCheck.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Source: Barron’s “Top 1,200 Financial Advisors,” March 2019. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2019, roughly 960 applications were received and 400 were selected to the final list (41.7%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients.

Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience.

Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.


Education:

Florida Atlantic University – Bachelor of Science in Finance

CFA-Chartered Financial Analyst

CFP® Professional


Affiliations:

CFA Institute - Chartered Financial Analyst (CFA)

CFP®

Investment Advisor Representative of Provenance Wealth Advisors

Registered Representative of Raymond James Financial Services