Toni Fry (CRD# 6610821) is an Investment Advisor Representative working at Primerica Advisors in Beachwood, OH and has 1 year of experience in the finance industry.
CRD# 4690465
Key Investment Services LLC
CRD# 5247687
Key Investment Services LLC
CRD# 6535471
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Metropolis Popcorn | Cuyahoga Falls, OH | Nov 2023 - Current | < 1 |
| Mike's Place | Kent, OH | Jul 2022 - Current | 1 |
| Scan Works LLC | Cuyahoga Falls, OH | Oct 2020 - Current | 3 |
| Pfs Investments Inc. | Willoughby, OH | Mar 2016 - Current | 8 |
| Primerica Financial Services | Willoughby, OH | Oct 2015 - Current | 8 |
| Kent State University | Kent, OH | Aug 2012 - May 2016 | 3 |
| Cleveland Browns | Cleveland, OH | Aug 2015 - Jan 2016 | < 1 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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