Paul Toohey, financial advisor Anaheim Hills CA

Paul Toohey

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Paul J. Toohey
Phone Number: 949-365-5830
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    540
    MILLIONS
  • Total Number of Accounts
    1,929
    ACCOUNTS
  • Average Account Value
    $280,013
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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