Cheryl Tobin (CRD# 2034295) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Doylestown, PA and has over 4 years of experience in the finance industry.
CRD# 6691058
Vanguard Advisers, Inc.
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1982803
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Doylestown, PA | Feb 2022 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Doylestown, PA | Nov 2016 - Current | 7 |
| United Capital Financial Advisers LLC | Langhorne, PA | Apr 2016 - Nov 2016 | < 1 |
| Wealth Planning Strategies, Steven J.toto, Cfp | Yardley, PA | Apr 2012 - Apr 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- PA
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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