Kathleen Tollison
Kathleen Tollison is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Toledo, OH, with 37 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
Firm Size
IM Fee
Assets Under Management
Location
6012 Renaissance Pl, Suite A, Toledo, OH, 43623
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kathleen is an agent for non-variable insurance, focusing on fixed annuities, but spends minimal time on it. She is also a partner in 6012 Properties LLC (rental real estate) and owner of Kathleen A Tollison LLC (financial advisory practice), each requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
First Insurance and Investments INC.
Obs Financial Services, INC.
Advisortradz
Online Brokerage ServicesBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 states
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