Robert O'toole (CRD# 2965745) is an Investment Advisor Representative working at Personal Wealth Planning, LLC in Hollywood, FL and has over 22 years of experience in the finance industry. Robert O'toole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Personal Wealth Planning, LLC | Hollywood, FL | Dec 2018 - Current | 5 |
| Personal Wealth Planning, LLC | Hollywood, FL | Mar 2009 - Current | 15 |
| Arrow Asphalt & Engineering, Inc. | Hollywood, FL | Dec 1997 - Jan 2020 | 22 |
| Bluekey Personal Wealth Planning, A Limited Liability Company | Hollywood, FL | Apr 2013 - Dec 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2001 |
- FL
- TX
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts95ACCOUNTS
-
Average Account Value$140,438
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, TX
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