Thaddeus Toal, financial advisor Annapolis MD

Thaddeus Toal

CRD Number: 4089665
Current Firm: Rcs Financial Planning, LLC

Thaddeus Toal (CRD# 4089665) is an Investment Advisor Representative working at Rcs Financial Planning, LLC in Annapolis, MD and has over 24 years of experience in the finance industry. Thaddeus Toal 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
Rcs Financial Planning, LLC Annapolis, MD Nov 2017 - Current 6
Rockwood Wealth Management, LLC New Hope, PA Dec 2008 - Mar 2018 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2000
Contact Info for Thaddeus N. Toal
Phone Number: 410-224-0097
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    199
    MILLIONS
  • Total Number of Accounts
    666
    ACCOUNTS
  • Average Account Value
    $298,464
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DE, FL, MD, TX, VA

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