Liam TooheyCRD 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.
Pbl Wealth Management
Kestra Advisory Services, LLC
|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|
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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