Trey
Toifel

Cetera Investment Advisers LLC

CRD#5830403
Investment Advisor
in Fairhope, AL

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About this Advisor

Trey Toifel is a financial advisor in Fairhope, Alabama. Currently an investment advisor with Cetera Investment Advisers LLC, Toifel has 10 years of professional experience as a financial advisor. Toifel maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Toifel is able to act as a financial advisor in Alabama. Their career trajectory has included roles at Edward Jones, Alabama Coastal Outdoors LLC, Wells Fargo Bank Na, Wells Fargo Advisors LLC, Bb&T Investment Services, Inc, Regions Bank, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is located in Fairhope, Alabama, and has 1,614 other locations across the nation. In total, Cetera Investment Advisers LLC manages $16 billion in assets throughout 78,591 accounts and retains more than 2,358 people. The amount of assets the firm manages places it among the largest firms in the United States. The firm manages 70,273 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 19% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Cetera Investment Advisers LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

98 South Greeno Road
Fairhope, AL 36533

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$15,868,306,581

AL Average: $6,674,516,078
Total Number of Employees

2,358

AL Average: 44
Total Number of Accounts

78,591

AL Average: 2,564
Average Account Size

$201,910

AL Average: $2,603,165

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Trey Toifel Work History

Trey has 10 years of experience.

2015 - Present (6 years)

Cetera Investment Services LLC

2015 - Present (6 years)

Cetera Investment Advisers LLC

2013 - Present (8 years)

Regions Bank

2011 - Present (10 years)

Alabama Coastal Outdoors LLC

2013 - 2013 (< 1 year)

Bb&T Investment Services, Inc

2011 - 2013 (2 years)

Wells Fargo Bank Na

2011 - 2013 (2 years)

Wells Fargo Advisors LLC

2010 - 2011 (1 year)

Edward Jones

Disclosures

Trey Toifel has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Investment Advisers LLC

Linda Carey
Canfield, OH
Schanice Staples
Renton, WA
John Ware
Raleigh, NC
Chuck Edelstein
Saint Louis, MO
Brian Teta
Endicott, NY
Xiaolu Yan
New York, NY
Anthony Costabile
New York, NY
Derek Dieterich
Sweetwater, TN

This content was compiled from the SEC and FINRA.

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