Brian TolinCRD Number: 5952225
Current Firm: Ariel Capital Advisors, LLC
Brian Tolin (CRD# 5952225) is an Investment Advisor Representative working at Ariel Capital Advisors, LLC in Naples, FL and has over 5 years of experience in the finance industry.
Hbks Wealth Advisors
Riverglades Family Offices, LLC
Aci Wealth Advisors
|Ariel Capital Advisors, LLC||Naples, FL||Jun 2016 - Current||< 1|
|Raymond James Trust Company||St Petersburg, FL||Jun 2012 - Current||4|
|Raymond James And Associates||St Petersburg, FL||Jun 2012 - Current||4|
|Fidelity Brokerage Services, LLC||Jacksonville, FL||Jun 2011 - Jun 2012||1|
|D'fontanas Restaurant||Green Cove Springs, FL||May 2009 - Jun 2011||2|
|Stetson University||Deland, FL||Aug 2007 - May 2011||3|
|Clay High School||Green Cove Springs, FL||Aug 2004 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management225MILLIONS
Total Number of Accounts174ACCOUNTS
Average Account Value$1,290,925
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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