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Paul Jeremiah Toohey

Tcfg Investment Advisors, LLC

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About Paul Jeremiah Toohey

Paul Toohey is an Investment Advisor Representative who has been active in the industry since April 18, 1975. Paul is registered with Tcfg Investment Advisors, LLC and has a Branch Office location in Anaheim Hills, CA. Paul is a seasoned financial professional with experience in various financial services, including investment advice, insurance sales and corporate tax services. Paul is dedicated to providing personalized financial guidance to individuals and families.

Firm Information

Paul Toohey is currently registered with Tcfg Investment Advisors, LLC. Tcfg Investment Advisors, LLC is a registered investment advisor located in Laguna Niguel, CA. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Tcfg Investment Advisors, LLC manages approximately $506,774,284 in assets. The firm has 24 employees, including 11 licensed agents and 22 registered representatives.
Tcfg Investment Advisors, LLC

28202 CABOT RD

LAGUNA NIGUEL, CA 92677

$506.77M

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Toohey’s Registration & Firm History

CA

01/03/2025 - Present

Tcfg Investment Advisors, LLC (Anaheim Hills CA)

CA

11/17/1999 - 10/10/2017

NATIONAL PLANNING CORPORATION (ANAHEIM HILLS CA)

MA

02/19/1986 - 11/16/1999

MUTUAL SERVICE CORPORATION (BOSTON MA)

NA

03/29/1985 - 02/19/1986

VALUE EQUITIES CORPORATION

NA

05/28/1980 - 03/27/1985

MUTUAL SERVICE CORPORATION

NA

08/20/1974 - 09/29/1979

IDS LIFE INSURANCE COMPANY

NA

08/20/1974 - 09/29/1979

IDS MARKETING CORPORATION

NA

08/20/1974 - 09/29/1979

INVESTORS DIVERSIFIED SERVICES, INC.

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Licenses & Designations

BC

Issued 06/04/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/05/1985

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/1974

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Jeremiah Toohey.
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