Liam Toohey

Employer firm

Richard P. Slaughter Associates, Inc. CRD 109080

$905M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2020 → 06/2022
  Richard P Slaughter Associates, Inc.
  Austin, TX
• 08/2019 → 10/2019
  Extended Travel
  Na
• 07/2018 → 06/2019
  Santa Cruz Sentinel
  Santa Cruz, CA
• 08/2016 → 05/2018
  San Jose State University
  San Jose, CA
• 07/2016 → 05/2018
  Coryell Autism Center
  Santa Cruz, CA
• 06/2017 → 08/2017
  Ross
  Santa Cruz, CA
• 05/2015 → 06/2017
  Santa Cruz Children's Museum Of Discovery
  Santa Cruz, CA
• 07/2019 → 11/2020
  Na
  Austin, TX
• 06/2022 → Present
  Richard P Slaughter Associates, Inc.
  Austin, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-08

Designations

• Certified Financial Planner