Kathleen TollisonCRD Number: 1913994
Current Firm: Raymond James Financial Services Advisors, Inc.
Kathleen Tollison (CRD# 1913994) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Toledo, OH and has over 28 years of experience in the finance industry. Kathleen Tollison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Insurance-non Variable||Toledo, OH||Oct 2012 - Current||4|
|Raymond James Financial Services, Inc.||Toledo, OH||Mar 2009 - Current||8|
|Raymond James Financial Services Advisors Inc.||Toledo, OH||Mar 2009 - Current||8|
|Money Concepts Capital Corp||Palm Beach Gardens, FL||Aug 2008 - Feb 2009||< 1|
|First Federal Bank Of Defiance||Defiance, OH||Nov 2004 - Feb 2009||4|
|Online Brokerage Services, Inc.||Whitehouse, OH||Nov 2004 - Aug 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1989|
|S65||NASAA Investment Advisors Law Examination||Mar 1997|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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)
- Educational seminars/workshops