Troy Toner, financial advisor Virginia Beach VA

Troy Toner

CRD Number: 4357415
Current Firm: Toner Asset Management Group, Inc.

Troy Toner (CRD# 4357415) is an Investment Advisor Representative working at Toner Asset Management Group, Inc. in Virginia Beach, VA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Toner Asset Management Group Virginia Beach, VA Feb 2003 - Current 21
Airlines Reporting Corporation Arlington , WA Jan 1996 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S65 NASAA Investment Advisors Law Examination May 2001
Contact Info for Troy B. Toner
Phone Number: 757-425-1977
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    65
    MILLIONS
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $733,251
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

VA

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