Duane Toney (CRD# 4627140) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 21 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carson Wealth | Midvale, UT | Feb 2022 - Current | 2 |
| Cwm, LLC | Omaha, NE | Jan 2017 - Current | 7 |
| Cetera Advisor Networks | El Segundo, CA | Jan 2017 - Feb 2023 | 6 |
| Pantheon Wealth Advisors Dba Signal Wealth Advisors | Centerville, UT | Nov 2015 - Jan 2022 | 6 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2006 - Dec 2016 | 10 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2006 - Dec 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2003 |
- TX
- UT
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, VT, WA, WI, WV, WY
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