Paul TooheyCRD Number: 448088
Current Firm: Tcfg Investment Advisors, LLC
Paul Toohey (CRD# 448088) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Anaheim Hills, CA and has over 26 years of experience in the finance industry. Paul Toohey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Tcfg Wealth Management, LLC||Laguna Niguel, CA||Oct 2017 - Current||4|
|Tcfg Investment Advisors, LLC||Laguna Niguel, CA||Oct 2017 - Current||4|
|Tcfg Insurance Solutions, LLC||Laguna Niguel, CA||Oct 2017 - Current||4|
|The Planners Network, Inc.||Anaheim Hills, CA||May 2001 - Current||21|
|Paul J. Toohey||Anaheim Hills, CA||Sep 1983 - Current||38|
|National Planning Corporation||Anaheim Hills, CA||Nov 1999 - Oct 2017||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1996|
Total Assets Under Management540MILLIONS
Total Number of Accounts1,929ACCOUNTS
Average Account Value$280,013
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI
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