Gianni Toce (CRD# 7440185) is an Investment Advisor Representative working at Toce Financial Group in Lafayette, LA and has over 2 years of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 5252838
Avantax Advisory Services
CRD# 6492477
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Toce Financial Group | Lafayette, LA | Aug 2021 - Current | 2 |
| Ul Lafayette | Baton Rouge, LA | Aug 2019 - May 2021 | 1 |
| Louisiana School For The Visually Impaired | Lafayette, LA | Oct 2018 - May 2019 | < 1 |
| Student | Mandeville, LA | Sep 2011 - Aug 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- LA
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts253ACCOUNTS
-
Average Account Value$56,037
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA
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