Toni Drapkin
Toni Drapkin is a registered investment advisor at Cetera Investment Advisers LLC, based in Cary, NC, with 16 years of industry experience. Toni operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
547 Keisler Drive, Suite 102, Cary, NC, 27526
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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
Toni owns Drapkin Financial Services, LLC, spending nearly full-time meeting with clients and managing investments. Toni also provides accounting services/tax preparation, is an agent for Avantax Insurance Agency selling annuities, and performs clerical work for North Home Remodeling LLC.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Edward Jones
Edward JonesBroker
State Registrations7 states
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