John O'toole, financial advisor Hilton Head Island SC
93 score

John O'toole

CRD Number: 1811307
Current Firm: Warren Financial Service

John O'toole (CRD# 1811307) is an Investment Advisor Representative working at Warren Financial Service in Hilton Head Island, SC and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Warren Financial Service Exton, PA Oct 2014 - Current 2
Rbc Capital Markets Chicago, IL Feb 2009 - Oct 2014 5
Citigroup Global Markets Inc. Chicago, IL Jul 1998 - Feb 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for John J. O'toole
Phone Number: 610-363-2000
Registered State(s):
  • PA
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
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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

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