Paul Toohey, financial advisor Anaheim Hills CA

Paul Toohey

CRD Number: 448088
Current Firm: Tcfg Investment Advisors, LLC

Paul Toohey (CRD# 448088) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Anaheim Hills, CA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Tcfg Wealth Management, LLC Laguna Niguel, CA Oct 2017 - Current 6
Tcfg Investment Advisors, LLC Laguna Niguel, CA Oct 2017 - Current 6
Tcfg Insurance Solutions, LLC Laguna Niguel, CA Oct 2017 - Current 6
The Planners Network, Inc. Anaheim Hills, CA May 2001 - Current 22
Paul J. Toohey Anaheim Hills, CA Sep 1983 - Current 40
National Planning Corporation Anaheim Hills, CA Nov 1999 - Oct 2017 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1996
Contact Info for Paul J. Toohey
Phone Number: 949-365-5830
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    451
    MILLIONS
  • Total Number of Accounts
    2,294
    ACCOUNTS
  • Average Account Value
    $196,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI

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