Toni Dow (CRD# 6490755) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corvallis, OR and has over 6 years of experience in the finance industry.
CRD# 2795104
True Private Wealth Advisors, LLC
CRD# 5619235
Raymond James Financial Services Advisors, Inc.
CRD# 2948151
Spectrum Strategic Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Corvallis, OR | Aug 2018 - Current | 5 |
| Raymond James Financial Services Advisors, Inc. | Corvallis, OR | Aug 2018 - Current | 5 |
| Ollerenshaw Wealth Management | Corvallis, OR | Aug 2018 - Current | 5 |
| Wells Fargo Advisors Financial Network, LLC | Corvallis, OR | Jun 2017 - Aug 2018 | 1 |
| Wells Fargo Clearing Services, LLC | Corvallis, OR | Nov 2016 - Jun 2017 | < 1 |
| Wells Fargo Advisors, LLC | Corvallis, OR | Nov 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- OR
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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