Trey Toifel is a registered investment advisor, based in Fairhope, AL, with 12 years of industry experience.
Location
98 South Greeno Road, Fairhope, AL, 36533
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Regulatory History (2)
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Customer Dispute
June 2023Settled
Customer Dispute
May 2023Denied
Other Business Activities
Trey is the 100% owner of Alabama Coastal Outdoors, Sport Fishing & Tackle. He dedicates a significant amount of time to this business, about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
January 2015 - Present · 11 yrs 4 mos
Cetera Investment Advisers LLC
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
Bb&t Investment Services, INC.
April 2013 - April 2013 · 0 mos
Bb&t Investment Services, INC.Broker
April 2013 - April 2013 · 0 mos
Wells Fargo Advisors, LLCBroker
December 2011 - February 2013 · 1 yr 2 mos
Wells Fargo Advisors, LLC
December 2011 - February 2013 · 1 yr 2 mos
Edward Jones
September 2010 - March 2011 · 6 mos
Edward JonesBroker
September 2010 - March 2011 · 6 mos
State Registrations16 states
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AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.