Efrain ToroCRD Number: 6253294
Current Firm: Cuna Brokerage Services, Inc.
Efrain Toro (CRD# 6253294) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Tampa, FL and has over 2 years of experience in the finance industry.
Commonwealth Financial Network
Financial Guidance Group, Inc.
Econologics Financial Advisors
|Cuna Brokerage Services, Inc.||Waverly, IA||Jan 2018 - Current||3|
|Suncoast Credit Union||Tampa, FL||Jan 2018 - Current||3|
|Jpb & Associates||Tampa, FL||Aug 2016 - Jan 2018||1|
|The Prudential Insurance Company Of America||Tampa, FL||Feb 2016 - Aug 2016||< 1|
|Pruco Securities, LLC||Tampa, FL||Feb 2016 - Aug 2016||< 1|
|Sagepoint Financial||Clearwater, FL||Oct 2015 - Jan 2016||< 1|
|Aig Fn||Clearwater, FL||Mar 2015 - Jan 2016||< 1|
|American Senior Benefits||Palm Harbor, FL||Sep 2014 - Mar 2015||< 1|
|Ultimate Medical Acedemy||Tampa, FL||Jun 2014 - Sep 2014||< 1|
|New York Life||Atlanta, GA||Sep 2013 - May 2014||< 1|
|Netionwide Insurance||Lawrenceville, GA||Jan 2013 - Sep 2013||< 1|
|Geico||Johns Creek, GA||Feb 2011 - Dec 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2018|
|S65||NASAA Investment Advisors Law Examination||Nov 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management3,030MILLIONS
Total Number of Accounts15,081ACCOUNTS
Average Account Value$200,896
- A percentage of assets under your management
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