Richard ToelleCRD Number: 3131837
Current Firm: Wells Fargo Advisors Financial Network, LLC
Richard Toelle (CRD# 3131837) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Columbus, GA and has over 18 years of experience in the finance industry. Richard Toelle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Greatmark Investment Partners, Inc.
Synovus Securities, Inc.
Ameriprise Financial Services, Inc.
|Wachovia Securities Financial Network, Llc (11025)||Columbus, GA||Apr 2009 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691)||Columbus, GA||Sep 1998 - Apr 2009||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 1998|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV