Trey
Toifel

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.