Financial Planning ServicesBarboursville, WV 304-736-7490
 
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Todd Dudley Branch Manager Registered Investment Advisor Representative
#3 Chateau Lane
BarboursvilleWV 25504
Phone: 304-736-7490
Fax: 304-736-7492
Toll-Free: 800-261-0990
Contact Us

Planning For You Is Our Objective

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 accommodate your investment needs. 

Todd Dudley, a Registered Investment Advisor Representative, exlusively 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 not to 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. 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

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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