Patricia Toolan, financial advisor Southern Shores NC
93 score

Patricia Toolan

CRD Number: 1010124
Current Firm: Wells Fargo Advisors, LLC

Patricia Toolan (CRD# 1010124) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Southern Shores, NC and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Warren, NJ May 2009 - Current 7
Wachovia Securities, LLC Warren, NJ Jan 2008 - May 2009 1
A.g. Edwards Warren, NJ Jul 1990 - Jan 2008 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1983
Contact Info for Patricia K. Toolan
Phone Number: 314-875-3000
Registered State(s):
  • NJ
  • NC
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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)
  • 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, 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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