Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toni? Claim Your ProfileToni Thore Lee-andrews is a financial advisor with over 20 years of experience in the industry. Toni has been registered with Cambridge Investment Research Advisors, Inc. since 2010. Prior to that, Toni was registered with 1ST GLOBAL CAPITAL CORP. Toni has a strong background in accounting and tax preparation, having served as President/CPA at Andrews CPA Associates PC since 2016. Toni is also a Board Member at Touchstone Bank. Toni holds the Series 66, SIE and Series 7 licenses. Toni specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals. Toni is committed to helping 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
07/01/2010 - Present
Cambridge Investment Research Advisors, Inc. (Colonial Heights VA)
VA
01/19/2004 - 06/14/2010
1ST GLOBAL CAPITAL CORP. (COLONIAL HEIGHTS VA)
BOTH
Issued 01/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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