Kenneth ToopsCRD Number: 5525438
Current Firm: Swbc Investment Company
Kenneth Toops (CRD# 5525438) is an Investment Advisor Representative working at Swbc Investment Company in San Antonio, TX and has over 8 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Swbc Investment Services||San Antonio, TX||Jul 2011 - Current||6|
|Wachovia Securities, LLC||Ocala, FL||Apr 2008 - Jul 2011||3|
|Fun State Pool Service||Gainesville, FL||Feb 2007 - Sep 2008||1|
|Warrington College Of Business, University Of Florida||Gainesville, FL||Aug 2006 - Aug 2008||2|
|Pool Solutions||Gainesville, FL||Sep 2002 - Sep 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
Total Assets Under Management143MILLIONS
Total Number of Accounts270ACCOUNTS
Average Account Value$530,374
- 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)
AR, CA, FL, LA, MD, MN, TX
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