Frank Toth is a registered investment advisor, based in Boca Raton, FL, with 25 years of industry experience.
Location
5550 Glades Road, Ste 250, Boca Raton, FL, 33498
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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
Frank is involved in several business activities, including insurance sales (fixed insurance, health, life, disability, LTC, fixed annuities) through Capital Conclusions Corp. and Toth Equity, taking about a quarter of his time for each. He also manages real estate rentals and serves on the board of directors for a family business, dedicating minimal time to each.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
LPL Financial LLCBroker
Prime Capital Services, INC.Broker
Asset & Financial Planning, LTD
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 states
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