Biography
Todd Fulks is Senior Vice President with Woodbury Financial. In this role, Todd represents the Woodbury Financial platform of services to the broker-dealer community, working specifically with existing advisors looking to sell or acquire a practice, either inside or outside of the organization. Todd works with existing advisors to develop and implement continuity plans to protect a practice and assets in the event of death or permanent disability of an advisor. Todd has created and maintains resources available on the Advisor Portal to help advisors with succession, acquisitions and continuity needs. He also works with advisors and their outside professionals to implement plans specific to their circumstances.