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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Joseph O'Toole is a financial advisor with EP Wealth Advisors, located in Torrance, CA. John is licensed to provide investment advice in California, Pennsylvania, South Carolina, and Texas. John has over 25 years of experience in the financial services industry, with previous roles at RBC Capital Markets, LLC, Citigroup Global Markets Inc., Fuji Securities Inc., and Printon, Kane Group, Inc. John has a strong commitment to providing personalized financial advice and guidance to help his clients achieve their financial goals.
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.
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.
Retirement plan advisory services & tax preparation services
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.
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2
CA
07/10/2024 - Present
EP Wealth Advisors (TORRANCE CA)
IL
02/27/2009 - 02/08/2013
RBC CAPITAL MARKETS, LLC (CHICAGO IL)
IL
09/11/1998 - 03/19/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NY
07/22/1994 - 03/01/1995
FUJI SECURITIES INC. (NEW YORK NY)
NA
09/01/1989 - 04/08/1991
PRINTON, KANE GROUP, INC.
NA
10/11/1988 - 09/01/1989
PRINTON, KANE GOVERNMENT SECURITIES, INC.
IA
Issued 10/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
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