Trey Toifel (CRD# 5830403) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairhope, AL and has over 13 years of experience in the finance industry.
CRD# 5798808
Eagle Strategies LLC
CRD# 1012439
Cadaret Grant & Co Inc.
CRD# 1420455
Kovack Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | St. Cloud, MN | Jan 2015 - Current | 9 |
| Cetera Investment Advisers LLC | Fairhope, AL | Jan 2015 - Current | 9 |
| Regions Bank | Fairhope, AL | Jul 2013 - Current | 10 |
| Alabama Coastal Outdoors LLC | Fairhope, AL | Mar 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AL
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
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