Glenn Toussaint
CRD Number: 1145760Current Firm: International Assets Investment Management, LLC
Compensation Model: Both
CRD# 6216148
Precision Financial Services
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 5040308
Prudential Financial Planning Services
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| International Assets Advisory LLC | Washington, NJ | Sep 2015 - Current | 8 |
| Hornor, Townsend, & Kent | Horsham, PA | May 2004 - Jun 2015 | 11 |
| Penn Mutual | Horsham, PA | May 2004 - Jun 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
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Total Assets Under Management1,685MILLIONS
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Total Number of Accounts7,168ACCOUNTS
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Average Account Value$235,095
- A percentage of assets under your management
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