Toni Whaley
Toni Whaley is a registered investment advisor at Planmember Securities Corporation, based in Elkridge, MD, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
8178 Lark Brown Rd., Ste. 201, Elkridge, MD, 21075
Get directionsHistory
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
Toni is involved in several business activities, including owning Whaley Financial Services, where she offers health insurance and financial planning services, including life and health insurance. She also dedicates time to real estate and holds a leadership position at NTSA.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Lincoln Investment Planning, INC
Lincoln Investment Planning, INC.Broker
State Registrations10 states
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