Eric Toggart, financial advisor State College PA

Eric Toggart

CRD Number: 5446737
Current Firm: Mml Investors Services, LLC

Eric Toggart (CRD# 5446737) is an Investment Advisor Representative working at Mml Investors Services, LLC in State College, PA and has over 16 years of experience in the finance industry.

Similar Advisors
Christine Baker-Shuck, financial advisor State College PA
Christine K. Baker-Shuck
CRD# 1973907
Ameriprise Financial Services, LLC
Similar Advisors
Soumitra Banerjee, financial advisor State College PA
Soumitra R. Banerjee
CRD# 3112832
Voya Financial Advisors, Inc.
Similar Advisors
Addison Bartlett, financial advisor State College PA
Addison Bartlett
CRD# 5684948
Mml Investors Services, LLC
Company Name Location Dates Years
Massmutual Life Insurance Co State College, PA Nov 2007 - Current 16
Mml Investors Services, LLC State College, PA Nov 2007 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Eric M. Toggart
Phone Number: (413)737-8400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    72,828
    MILLIONS
  • Total Number of Accounts
    351,645
    ACCOUNTS
  • Average Account Value
    $207,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
  • 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.