Kent Toomb (CRD# 1233122) is an Investment Advisor Representative working at Lpl Financial LLC in Lebanon, OR and has over 35 years of experience in the finance industry.
CRD# 5619235
Raymond James Financial Services Advisors, Inc.
CRD# 2948151
Spectrum Strategic Capital Management, LLC
CRD# 6225083
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Linsco/private Ledger Corp. | Lebanon, OR | May 1997 - Current | 26 |
| Toomb's Insurance & Financial Services | Lebanon, OR | Nov 1993 - Current | 30 |
| Toombs Insurance & Financial Services | Lebanon, OR | Sep 1986 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1988 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OR
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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