Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry P. Toole is a financial advisor with over 20 years of experience in the industry. Barry is currently registered as a registered investment advisor (IA) with World Investment Advisors, LLC, and is also a licensed broker-dealer (BD) with the firm. Prior to joining World Investment Advisors, LLC, Barry has held several positions with different firms including J.W. COLE FINANCIAL, INC., LPL FINANCIAL LLC, and INVEST FINANCIAL CORPORATION. Barry is a Series 63, 65, and 66 licensed representative and holds several other licenses including the Series 3, 4, 7, 31, 52, 55, and 87. Barry also holds a Series 24 and Series 53 principal license. Barry is a specialist in working with individuals, corporations, and pension & profit sharing plans. Barry's focus is on providing financial planning and portfolio management services. In addition to his work at World Investment Advisors, LLC, Barry is a Managing Member of Happy Hooker Brands, LLC, a novelty gift company specializing in custom-printed T-shirts, coozies, tackle, and barware.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
04/07/2016 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
FL
03/07/2016 - 12/31/2017
CAPFINANCIAL SECURITIES, LLC. (Tampa FL)
FL
10/18/2013 - 10/27/2016
J.W. COLE FINANCIAL, INC. (TAMPA FL)
FL
05/09/2008 - 11/26/2012
LPL FINANCIAL LLC (TAMPA FL)
FL
08/29/2006 - 11/16/2007
INVEST FINANCIAL CORPORATION (TAMPA FL)
TX
01/09/2006 - 08/29/2006
SIGNAL SECURITIES, INC. (FORT WORTH TX)
FL
08/30/2005 - 01/03/2006
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
07/27/2004 - 08/22/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
FL
06/17/2003 - 07/27/2004
GUNNALLEN FINANCIAL, INC (TAMPA FL)
TX
04/09/2002 - 06/18/2003
SIGNAL SECURITIES, INC. (FORT WORTH TX)
NJ
09/07/2001 - 04/18/2002
E*TRADE SECURITIES, INCORPORATED (JERSEY CITY NJ)
TX
06/06/2000 - 08/28/2001
SWS SECURITIES INC. (DALLAS TX)
TX
04/11/2000 - 04/18/2000
1 800DAYTRADE.COM, INC. (RICHARDSON TX)
NE
05/28/1999 - 03/21/2000
AMERITRADE (BELLEVUE NE)
TX
12/14/1998 - 03/22/1999
1 800DAYTRADE.COM, INC. (RICHARDSON TX)
MI
10/30/1998 - 12/18/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 12/05/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/02/2001
Series 4 - Registered Options Principal Examination
BC
Issued 06/09/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2009
Series 3 - National Commodity Futures Examination
BC
Issued 05/25/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/20/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/06/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Barry Toole is the right advisor for you? Invested Better is here to help.
