Toce Financial Group

Toce Financial Group (CRD# 297965) is a financial advisory firm headquartered in Lafayette, LA. They manage $14,177,386 in 253 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
969 Coolidge St., Lafayette, LA 70503
http://www.tocefinancial.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    253
    ACCOUNTS
  • Average Account Value
    $56,037
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA

Financial Advisors at Toce Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
Andre Toce, financial advisor Lafayette LA
Andre F. Toce
CRD#: 6233957
969 Coolidge St., Lafayette, LA 70503

Andre Toce (CRD# 6233957) is an Investment Advisor Representative working at Toce Financial Group in Lafayette, LA and has over 8 years of experience in the finance industry.

2
Gianni Toce, financial advisor Lafayette LA
Gianni D. Toce
CRD#: 7440185
969 Coolidge St., Lafayette, LA 70503

Gianni Toce (CRD# 7440185) is an Investment Advisor Representative working at Toce Financial Group in Lafayette, LA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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