Rory Tosh is a registered investment advisor at Cetera Investment Advisers LLC, based in Me, OR, with 8 years of industry experience. Rory 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
841 O'Hare Parkway, Ste. 200, Me, OR, 97504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rory is a financial advisor with KDP Wealth Management, spending full-time hours in this role. He is also a partner and senior tax director at two CPA firms, Kosmatka Donnelly & Co and SORREN, and a member of multiple LLCs related to property ownership.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations6 states
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