Timothy Toland, financial advisor Toledo OH
93 score

Timothy Toland

CRD Number: 1214686
Current Firm: Royal Alliance Associates, Inc.

Timothy Toland (CRD# 1214686) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Toledo, OH and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Toledo, OH Jul 2013 - Current 4
Savage & Associates Toledo, OH Aug 1975 - Current 42
Walnut Street Securities St Louis, MO Apr 2001 - Jul 2013 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
Contact Info for Timothy A. Toland
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
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
93
Clean Record
This advisor has a clean track record with regulators.

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