Tolley Financial Group, LLC

Tolley Financial Group, LLC (CRD# 302115) is a financial advisory firm headquartered in Raleigh, NC. They manage $59,184,334 in 268 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7101 Creedmoor Road, Suite 123, Raleigh, NC 27613
https://www.tolleyfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    268
    ACCOUNTS
  • Average Account Value
    $220,837
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Tolley Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert Spivey, financial advisor Raleigh NC
Robert F. Spivey
CRD#: 1414023
7101 Creedmoor Road, Suite 123, Raleigh, NC 27613

Robert Spivey (CRD# 1414023) is an Investment Advisor Representative working at Tolley Financial Group, LLC in Raleigh, NC and has over 38 years of experience in the finance industry.

2
Thomas Tolley, financial advisor Raleigh NC
Thomas J. Tolley
CRD#: 5107907
7101 Creedmoor Road, Suite 123, Raleigh, NC 27613

Thomas Tolley (CRD# 5107907) is an Investment Advisor Representative working at Tolley Financial Group, LLC in Raleigh, NC and has over 17 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals