Toby Loftin, financial advisor Dallas TX

Toby Loftin

CRD Number: 4068375
Current Firm: Honeycomb Digital Investments, LLC

Toby Loftin (CRD# 4068375) is an Investment Advisor Representative working at Honeycomb Digital Investments, LLC in Dallas, TX and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Honeycomb Digital Investments, LLC Dallas, TX Dec 2021 - Current < 1
Vigilant Distributors, LLC Chadds Ford, PA Sep 2021 - Current < 1
Bp Capital Managment Dallas, TX Apr 2010 - Current 12
Foreside Fund Services, LLC Dallas, TX Jan 2014 - Sep 2021 7
Edgeline Capital, LLC Los Angeles, CA Apr 2013 - Jan 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S66 NASAA Uniform Combined State Law Examination Dec 1999
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Toby J. Loftin
Phone Number: 972-803-5300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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