Todd Bolen
LPL Financial Consultant
Xceed Financial Credit Union
888 North Nash Street
El Segundo, CA 90245
Phone: 800.222.9328
Fax: 310.640.9485
todd.bolen@lpl.com
Todd Bolen is registered in the following states: AZ, CA, CO, DC, FL, GA, HI, MD, NJ, NV, NY, OR, TX, UT, VA, WA, WV.
Biography
With more than 10 years experience as a Financial Consultant, Todd Bolen specializes in designing specific financial strategies to address each client's individual situation. Whether it is investment counseling, retirement planning, or college funding, Todd is committed to providing all of his clients with superior service and quality investment vehicles to help reach all of their short and long-term financial goals.
Licenses
In addition to being licensed for insurance, Todd holds Series 7, 24, and 63 NASD Securities licenses with Linsco/Private Ledger.
Please contact Todd if you would like to schedule a complimentary financial evaluation or if he can answer any questions about the services offered through LPL Financial Services.
It’s always a good time to evaluate your future financial needs, and to re-evaluate your current investment portfolio. Contact Todd today to schedule your complimentary consultation!
LPL Financial
The LPL Financial Registered Representatives associated with the site may only discuss and/or transact securities business with residents of the following states:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
The Xceed Financial Credit Union (XFCU) Web Branch contains links to sources outside the Credit Union that we believe are useful to visitors and members. Once you are linked to another site, you are subject to the privacy policy and terms of use of the new site. XFCU is not responsible for the content presented within the LPL Financial web site.
Securities & Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. Investment and Insurance products are not credit union deposits, are not insured by the NCUA or any federal government agency, are not obligations of or guaranteed by a bank, credit union or LPL Financial, and are subject to investment risks, including possible loss of principal amount invested.
LPL Financial does not represent in any capacity either Xerox or the Xerox retirement plans.
Please be advised that while Xceed Financial Credit Union provides services and products to Xerox employees and their families, the Credit Union is a separate legal entity and is neither owned nor controlled by Xerox