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Wesley Scot Kabance

Toth Financial Advisory Corp.

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About Wesley Scot Kabance

Wesley Scot Kabance is an Investment Advisor Representative with Toth Financial Advisory Corp. Wesley has over 20 years of experience in the financial services industry. Wesley is registered with the state of Virginia and has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. In addition to the Series 65 and 63 exams, Wesley has also passed the Series 7, Series 6 and SIE exams. Wesley specializes in providing financial advice to individuals and pooled investment vehicles.

Firm Information

Wesley Kabance is currently registered with Toth Financial Advisory Corp.. Toth Financial Advisory Corp., located in Leesburg, VA, is an investment advisor with approximately $865.89 million in regulatory assets under management. The firm provides portfolio management for individuals and pooled investment vehicles. They primarily serve high-net-worth individuals, as well as individuals other than high-net-worth, pension and profit-sharing plans, and pooled investment vehicles.
Toth Financial Advisory Corp.

608 SOUTH KING STREET

LEESBURG, VA 20175

$865.90M

Assets Under Management

610

Total Clients

10

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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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Wesley Kabance’s Registration & Firm History

VA

05/29/2019 - Present

Toth Financial Advisory Corp. (LEESBURG VA)

MO

02/09/1994 - 09/18/2018

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

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Licenses & Designations

IA

Issued 05/29/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/13/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2017

Series 7 - General Securities Representative Examination

BC

Issued 02/08/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wesley Scot Kabance.
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