Efrain Toro, financial advisor Tampa FL

Efrain Toro

CRD 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.

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Econologics Financial Advisors
Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Efrain Toro
Phone Number: 319-352-4090
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    3,030
    MILLIONS
  • Total Number of Accounts
    15,081
    ACCOUNTS
  • Average Account Value
    $200,896
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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