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William Austin Toland

Foreside Fund Services, LLC

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About William Austin Toland

William Austin Toland is a financial professional with over six years of experience in the industry. William is currently registered with Foreside Fund Services, LLC and holds a Series 7, Series 63 and SIE licenses. William has previous experience with Quasar Distributors, LLC and AXA Advisors, LLC. William is registered in 51 states.

Firm Information

William Toland is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

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.

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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William Toland’s Registration & Firm History

CO

11/22/2021 - Present

Foreside Fund Services, LLC (Wheat Ridge CO)

MD

05/09/2017 - 12/31/2021

QUASAR DISTRIBUTORS, LLC (Towson MD)

MD

08/22/2016 - 04/21/2017

AXA ADVISORS, LLC (COLUMBIA MD)

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Licenses & Designations

BC

Issued 06/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Austin Toland.
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