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.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 4734244
Kestra Advisory Services, LLC
| 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 |
- NM
- TX
-
Total Assets Under Management730MILLIONS
-
Total Number of Accounts1,602ACCOUNTS
-
Average Account Value$455,474
- A percentage of assets under your management
- Hourly charges
- 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
CA, CO, NE, NM, TX
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