Daniel Toll
Daniel Toll is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Las Vegas, NV, 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
8311 W. Sunset Road, Suite 260, Las Vegas, NV, 89113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is an owner in several real estate investment holding companies, including STS Enterprise, DTT Pono Holdings, 5525 Goldbrush, 5664 Woods Crossing, DTT Pono Investments, 2712 Stable Way, and Mundare LLC. He spends minimal time on each of these ventures.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations31 states
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