James Toye (CRD# 4576181) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pinehurst, NC and has over 21 years of experience in the finance industry.
CRD# 5829233
Stalwart Financial Planning
CRD# 4455033
Charles Schwab & Company, Inc.
CRD# 5377749
Wealthshield Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scottrade, Inc. | Cocoa, FL | Aug 2016 - Current | 7 |
| Lpl Financial | Melbourne, FL | Dec 2015 - Jul 2016 | < 1 |
| Space Coast Credit Union | Titusville, FL | Dec 2015 - Jul 2016 | < 1 |
| The Mutual Fund Research Center, LLC | Overland Park, KS | Dec 2014 - Dec 2015 | 1 |
| The Mutual Fund Store, LLC | Overland Park, KS | Dec 2014 - Dec 2015 | 1 |
| Tmfs Advisors, LLC | Overland Park, KS | Dec 2014 - Dec 2015 | 1 |
| Td Ameritrade | Manchester, NH | Aug 2006 - Dec 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2002 |
- NC
- VA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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