James Toye, financial advisor Port Saint John FL
93 score

James Toye

CRD Number: 4576181
Current Firm: Lpl Financial LLC

James Toye (CRD# 4576181) is an Investment Advisor Representative working at Lpl Financial LLC in Port Saint John, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Space Coast Credit Union Titusville, FL Dec 2015 - Current 1
Lpl Financial Melbourne, FL Dec 2015 - Current 1
Tmfs Advisors, LLC Overland Park, KS Sep 2015 - Dec 2015 < 1
The Mutual Fund Research Center, LLC Overland Park, KS Dec 2014 - Dec 2015 1
The Mutual Fund Store, LLC Overland Park, KS Dec 2014 - Dec 2015 1
Td Ameritrade Manchester, NH Aug 2006 - Dec 2014 8
Self-employed Hilton Head Island, SC Apr 2010 - Nov 2013 3
American Express Financial Advisors Bedford, NH Jan 2003 - Aug 2006 3
Ids Life Insurance Company Bedford, NH Jan 2003 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2002
Contact Info for James E. Toye
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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