DT
DT

Denise Togger

38 Years of Experience
Fredericksburg, VA
BrokerSells Insurance

Denise Togger is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fredericksburg, VA, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1000 Winchester Street, Suite 200, Fredericksburg, VA, 22401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Denise owns a vacation home/rental property and dedicates minimal time to it. She is also a Branch Manager at Atlantic Union Bank and Atlantic Union Financial Consultants, LLC/AUB Wealth Management, spending about half her time on each. Denise is also a Designated Licensed Producer and member of the UIG Management Committee at Union Insurance Group, spending minimal time on it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.
June 2003 - Present · 23 yrs 1 mo
Raymond James Financial Services, INC.Broker
June 2003 - Present · 23 yrs 1 mo
Previous Registrations
Raymond James Financial Services
December 2006 - January 2009 · 2 yrs 1 mo
Scott & Stringfellow, INC.Broker
January 1986 - July 2001 · 15 yrs 6 mos
Anderson & Strudwick, IncorporatedBroker
November 1985 - December 1985 · 1 mo
State Registrations42 states
ALARAZCACOCTDCDEFLGAHIIDILINKYLAMAMDMEMIMNMOMSMTNCNJNMNVNYOHOKORPARISCSDTNTXVAVTWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.