Liam Toohey, financial advisor Austin TX

Liam Toohey

CRD Number: 7430716
Current Firm: Richard P. Slaughter Associates, Inc.

Liam Toohey (CRD# 7430716) is an Investment Advisor Representative working at Richard P. Slaughter Associates, Inc. in Austin, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Richard P Slaughter Associates, Inc. Austin, TX Dec 2020 - Current 2
Na Austin, TX Jul 2019 - Nov 2020 1
Extended Travel Na, Aug 2019 - Oct 2019 < 1
Santa Cruz Sentinel Santa Cruz, CA Jul 2018 - Jun 2019 < 1
San Jose State University San Jose, CA Aug 2016 - May 2018 1
Coryell Autism Center Santa Cruz, CA Jul 2016 - May 2018 1
Ross Santa Cruz, CA Jun 2017 - Aug 2017 < 1
Santa Cruz Children's Museum Of Discovery Santa Cruz, CA May 2015 - Jun 2017 2
Cabrillo Community College Aptos, CA Jun 2015 - May 2016 < 1
Santa Cruz Parks And Recreation Santa Cruz, CA May 2013 - Feb 2016 2
Fresno Pacific University Fresno, CA Aug 2013 - May 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2021
Contact Info for Liam Toohey
Phone Number: 512-918-0000
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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