Toby Whitby, CFP®CRD Number: 1771469
Current Firm: Logic Capital Management, LLC
Compensation Model: Fee Only
Toby Whitby, CFP® (CRD# 1771469) is an Founder/President of Logic Capital Management, LLC in Houston, TX and has over 22 years of experience in the finance industry. Thomas Whitby 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Education: '87 BBA Finance/Financial Planning '90 MBA Finance/Accounting Baylor University, Waco, Texas
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|Logic Capital Management, LLC||Houston, TX||Feb 2006 - Current||14|
|Houston Advisors, LLC||Houston, TX||Jan 1996 - Jan 2006||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1996|
Total Assets Under Management114MILLIONS
Total Number of Accounts543ACCOUNTS
Average Account Value$209,834
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
Investment Advisory Services offered on annual advisory fee basis. Firm's preferred custodial platform is Fidelity Investments. Financial planning solutions are typically included in firm's advisory fee structure. Mr. Whitby has the ability to earn commissions on life insurance policies recommended in the planning process.
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