Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Toohill is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Kevin has been in the industry since 1999, and has held previous positions at UBS Financial Services Inc., Citigroup Global Markets Inc., Legg Mason Investor Services, LLC, and New England Securities. Kevin offers a variety of financial services, including financial planning, portfolio management, pension consulting, and selection of other advisors. Kevin is currently registered to provide financial services in 40 states and the District of Columbia.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
11/09/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
CT
02/27/2009 - 11/17/2023
UBS FINANCIAL SERVICES INC. (WESTPORT CT)
CT
01/16/2007 - 03/23/2009
CITIGROUP GLOBAL MARKETS INC. (WESTPORT CT)
CA
12/01/2005 - 01/04/2007
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
NY
03/06/2002 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/20/1999 - 02/12/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 06/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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