Duane ToneyCRD Number: 4627140
Current Firm: Cambridge Investment Research Advisors, Inc.
Duane Toney (CRD# 4627140) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Salt Lake City, UT and has over 14 years of experience in the finance industry.
Uma Financial Services Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Sep 2006 - Current||10|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Sep 2006 - Current||10|
|Oxford Financial Group||Salt Lake City, UT||Dec 2002 - Current||14|
|First Western Advisors||Salt Lake City, UT||Jan 2003 - Sep 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2003|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Market timing services
- Educational seminars/workshops