Meet Todd Dudley, an independent Financial Advisor who works directly with Raymond James. With his firm's support, he can provide a personalized financial strategy to accomodate your investment needs.
Todd Dudley, a Registered Investment Advisor Representative, offers his clients Advanced Management Program
, or AMP
. This program daily utilizes approximately 40 different investments, determining if there is a positive or negative directional trend. With the determination, decisions are made to buy, hold, or sell.
Our objective is to provide a proactive principal protection program. We believe "It is not what you make, it is what you keep
The secondary objective is to grow the asset base. This is accomplished with the effort to not participate with the negative market downturns and invest in asset classes that have shown positive trends.
If you have had frustrating or negative experience within your investment portfolio, we invite you to call for an appointment so we can share with you any further details you may need in regards to how we manage risk for the benefit of asset protection and capital appreciation.
Our mandate is to guide our clients to financial indpendence by helping to simplify their financial lives.
Your Rights as a Client:
- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions at the best available prices
- Full disclosure of costs and risks
- Clear communications
- Comprehensive statements and trade confirmations
- Prompt error and complaint resolution
- Strict confidentiality
Click here to read the Raymond James Client Bill of Rights