Mark Toney, financial advisor Virginia Beach VA

Mark Toney

CRD Number: 6144972
Current Firm: Raymond James & Associates, Inc.
Compensation Model: Both

Mark joined Merrill Lynch in 2013 and The Borza Group in 2014. He is focused on aligning systematic goals-based strategies with the risk tolerance, liquidity needs, time horizon, and overall investment goals of each client. After working closely with clients to understand the complexities of their overall financial picture, Mark is proud to create mutually agreeable strategies and help put them into motion. His ultimate objective is to exceed client expectations–not only when measured by the quality of his advice and guidance, but also by the quality of their individual experiences.

Mark is a qualified portfolio advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third-party investment managers’ strategies, funds or portfolios. Mark grew up in Louisiana and has called Virginia his home since 2001. He proudly served his country aboard a U.S. Navy vessel for three years. Later, he was recruited to support Special Operations, as a weapons and tactics specialist. Mark is dedicated to assisting the local community by serving on the Russell House Board of Directors and educating military families on investment practices. He also enjoys swimming, traveling and spending time with his family. He and his wife, Angela, have three young children, Adaline, Gavin, and Garrett.

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Company Name Location Dates Years
Raymond James Financial Services Inc. Virginia Beach, VA Jan 2024 - Current < 1
Raymond James Financial Services Advisors Inc. Virginia Beach, VA Jan 2024 - Current < 1
Raymond James & Associates, Inc. Virginia Beach, VA Jan 2020 - Current 4
U.s. Navy Reserve Virginia Beach, VA Feb 2010 - Current 14
Bank Of America N.a. Virginia Beach, VA Mar 2014 - Jan 2020 5
Merrill Lynch, Pierce, Fenner And Smith Incorporated Virginia Beach, VA Sep 2013 - Jan 2020 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, WY

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