Thomas Toth (CRD# 1239543) is an Investment Advisor Representative working at Toth Financial Advisory Corp in Leesburg, VA and has over 39 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Toth And Associates, Incorporated | Vienna, VA | Apr 1986 - Current | 38 |
| Toth Financial Advisory Corporation | Vienna, VA | Apr 1986 - Current | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1984 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1989 |
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- TX
- VA
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Total Assets Under Management866MILLIONS
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Total Number of Accounts2,133ACCOUNTS
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Average Account Value$405,954
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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