Todd A. Witt,  CFP<sup>&reg;</sup> - Financial Advisor

Todd A. Witt, CFP®

LINDEN THOMAS & CO

15119 Clover Berry Drive
Huntersville, NC 28078
(704) 307-9214

General

Todd Witt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LINDEN THOMAS & CO in Huntersville, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 31, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NC
  • Health/disability insurance: NC
  • Fixed annuities: NC

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Estate Planning, Investment Management, Limited Partnerships, Government & Military, Mutual Funds, Real Estate, Insurance, Stocks & Bonds, Startup, Succession Planning, Tangible Assets, Sudden Wealth

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