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||11|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Sep 2006 - Current||11|
|Oxford Financial Group||Salt Lake City, UT||Dec 2002 - Current||15|
|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
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