Toby LoftinCRD 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
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