Beth Toney
Beth Toney is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Easley, SC, with 18 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
6602 Calhoun Memorial Hwy, Easley, SC, 29640
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Beth works as a licensed bank advisor for both Pinnacle Asset Management and Pinnacle Bank/Pinnacle Financial Partners, starting in 2023. In both roles, she discusses banking and investment needs with clients and refers them to a Raymond James Advisor, dedicating about half of her time to each.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations1 state
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.