James L. Todd, Sr. CFP<sup>&reg;</sup> - Financial Advisor

James L. Todd, Sr. CFP®


Financial Representative

HF Financial

4350 Congress Street, Ste 300
Charlotte, NC 28209
(704) 557-9736


James Todd is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at HF Financial in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: GA,KY,MO,NJ,NC,OH,PA,SC,TN,WI
  • Health/disability insurance: AR,FL,GA,KY,MO,NJ,NC,OH,PA,SC,TN,WI
  • Fixed annuities: AR,FL,GA,KY,MO,NJ,NC,OH,PA,SC,TN,WI
  • Variable annuities: GA,KY,MO,NJ,NC,OH,PA,SC,TN,WI

Broker-Dealer Affiliation

MML Investors Services, LLC

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Long-term Care, Succession Planning


Helpful Financial Planning Resources