Glenn Toussaint, financial advisor Washington NJ

Glenn Toussaint

CRD Number: 1145760
Current Firm: International Assets Investment Management, LLC
Compensation Model: Both
Glenn Toussaint (CRD# 1145760) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Washington, NJ and has over 23 years of experience in the finance industry. Glenn Toussaint 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CONTACT
Similar Advisors
Jill Abramo, financial advisor Washington NJ
Jill A. Abramo
CRD# 2579716
Wells Fargo Clearing Services, LLC
Similar Advisors
Marc Abramson, financial advisor Washington NJ
Marc S. Abramson
CRD# 6216148
Precision Financial Services
Similar Advisors
Jason Abruzere, financial advisor Washington NJ
Jason E. Abruzere
CRD# 4121049
Weyhill Investment Counsel, LLC
Professional Designations
Company Name Location Dates Years
International Assets Advisory LLC Washington, NJ Sep 2015 - Current 5
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
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Glenn R. Toussaint
Phone Number: 407-254-1500
Advisor Website: www.toussaintfinancial.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    907
    MILLIONS
  • Total Number of Accounts
    3,637
    ACCOUNTS
  • Average Account Value
    $249,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Glenn Toussaint and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.