Todd RaineyPresident
Phone: (760) 992-9751 Todd Rainey, CLU, ChFC, LUTCF
As a specialist in wealth management, Todd works with individuals, families, professionals and business owners to create sound financial programs with a goal toward "maximizing the quality of life and minimizing financial concerns," he says. He currently serves clients in Southern California and throughout the Southwest. Todd's credentials include being a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), and a Fellow with the Life Underwriters Training Council (LUTC). He remains a qualifying member of the Million Dollar Round Table (MDRT), which constitutes the top 5% worldwide financial services industry professionals. Todd is a "Court of the Table" member, which is made up of the top 1% worldwide of the financial services industry professionals. Prior to starting WCF, Todd was with MetLife for 15 years where he was in the top 3% of the company's advisors. Beyond advising his own clients, Todd took the time to write a book called "Money Talk, A Gay and Lesbian Guide to Financial Success." Since it's publication in 2000, the book has become a top seller through Amazon.com and is in bookstores around the country. Todd is often requested to write articles for magazines (Your Money, Registered Rep, In LA, Genre, Frontiers, to name a few) on various wealth management topics. Although many of his articles are directed toward gays and lesbians-because he feels they have different financial issues and may be underserved by financial advisors-his book and all of his articles are appropriate for anyone interested in meeting financial goals. To read his articles, go to Press Coverage.
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8 Clear Lake Dr Phone: 760-992-8751 |
Todd Rainey is a Registered Representative (s) of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, TX, AZ,and IL. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Todd Rainey is also separately registered as an investment adviser representative under World Class Wealth Management a registered investment advisor, offering advisory services in the state of CA, in which the RIA is registered. As such, these services are strictly intended for indivduals residing in CA.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.