Wesley Kabance (CRD# 2111809) is an Investment Advisor Representative working at Toth Financial Advisory Corp in Leesburg, VA and has over 30 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 1817336
Cetera Investment Advisers LLC
CRD# 4680182
Preston Wealth Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Toth Financial Advisory Corporation | Leesburg, VA | Jan 2019 - Current | 5 |
American Century Investment Services Inc. | Kansas City, MO | Oct 1990 - Oct 2018 | 28 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1994 |
S65 | NASAA Investment Advisors Law Examination | May 2019 |
- VA
-
Total Assets Under Management866MILLIONS
-
Total Number of Accounts2,133ACCOUNTS
-
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)
AK, AZ, CA, CO, DC, FL, GA, MD, NC, OH, OK, PA, SC, TN, TX, VA, WV
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