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
By the Numbers
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Total Assets Under Management14MILLION
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Total Number of Accounts253ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA
Financial Advisors at Toce Financial Group
1
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 (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.
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