Kathleen Tollison, financial advisor Toledo OH
96 score

Kathleen Tollison

CRD 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 27 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.

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Professional Designations
Company Name Location Dates Years
Insurance-non Variable Toledo, OH Oct 2012 - Current 4
Raymond James Financial Services, Inc. Toledo, OH Mar 2009 - Current 7
Raymond James Financial Services Advisors Inc. Toledo, OH Mar 2009 - Current 7
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
Contact Info for Kathleen A. Tollison
Phone Number: 727-567-5877
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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, 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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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