Toney Falkner, financial advisor Henderson NC

Toney Falkner

CRD Number: 2820826
Current Firm: Private Wealth Management Of North Carolina LLC

Toney Falkner (CRD# 2820826) is an Investment Advisor Representative working at Private Wealth Management Of North Carolina LLC in Henderson, NC and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Private Wealth Management Of North Carolina LLC Henderson, NC Oct 2009 - Current 10
Asset Management Services Henderson, NC Jan 2005 - Oct 2009 4
Raymond James Financial Services, Inc. Oxford, NC Oct 1996 - Oct 2009 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1997
S65 NASAA Investment Advisors Law Examination Jul 1997
Contact Info for Toney O. Falkner
Phone Number: 252-492-8694
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    103
    MILLIONS
  • Total Number of Accounts
    626
    ACCOUNTS
  • Average Account Value
    $165,213
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

NC, TX

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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