Jeffrey Tooke (CRD# 5621579) is an Investment Advisor Representative working at Mha Financial Corp in Buffalo, NY and has over 14 years of experience in the finance industry.
CRD# 2948958
Edward Jones
CRD# 5116229
Lpl Financial LLC
CRD# 5842694
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mha Financial Corp | New York, NY | May 2019 - Current | 4 |
| Four Points Capital Partners | New York, NY | Aug 2017 - Current | 6 |
| Bay Harbor Advisors LLC | Buffalo, NY | Mar 2014 - Current | 10 |
| Avendus Capital, Inc. | New York, NY | Sep 2013 - Current | 10 |
| Flowers Etc. | Buffalo, NY | Jun 2003 - Current | 20 |
| Niagara International Capital Limited | Clarence, NY | Oct 2008 - Jul 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
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- MA
- NJ
- NY
- TX
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Total Assets Under Management85MILLIONS
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Total Number of Accounts126ACCOUNTS
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Average Account Value$673,884
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
FL, MA, NJ, NY, TX
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