Beth Ann Toney

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 07/2012 → 02/2021
  Bb&T Investments
  Charlotte, NC
• 05/2016 → 01/2019
  Bb&T Bank
  Greenville, SC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 01/2019 → 02/2021
  Bb&T
  Greenville, SC
• 12/2019 → 02/2021
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 12/2019 → 02/2021
  Suntrust Bank
  Atlanta, GA
• 02/2021 → 08/2023
  Truist Investment Services, Inc.
  St. Augustine, FL
• 02/2021 → 08/2023
  Truist Advisory Services, Inc.
  Atlanta, GA
• 08/2023 → Present
  Raymond James Financial Services, Inc.
  Easley, SC
• 08/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Easley, SC
• 08/2023 → Present
  Pinnacle Bank
  Easley, SC

Previous Registrations

• 2021-02-17 → 2022-06-17
  Truist Advisory Services, Inc.
  Jacksonville, FL
  Atlanta, GA
• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Greenville, SC
  Saint Augustine, FL
  Saint Augustine, FL
  Richmond, VA
• 2012-07-10 → 2018-01-02
  Bb&T Investment Services, Inc.
  Greer, SC
  Charlotte, NC
  Spartanburg, SC
  Greenville, SC
  Greenville, SC
• 2006-06-07 → 2012-04-09
  Truist Investment Services, Inc.
  Spartanburg, SC
  Spartanburg, SC
  Spartanburg, SC
  Spartanburg, SC
  Spartanburg, SC
  Spartanburg, SC
  Spartanburg, SC
  Inman, SC
  Boiling Springs, SC
  Chesnee, SC
  Gaffney, SC
  Greer, SC
  Greer, SC
  Charleston, SC

Other Businesses

(1) Name of Business: Pinnacle Asset Management Address: 550 E McBee Ave, Greenville, SC, 29601-2937, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/31/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Licensed Bank Advisor - Talk with clients about banking and investments needs, refer to Raymond James Advisor for investment products and service needs.

Exams

• S66 Uniform Combined State Law Examination
  2006-06-05

Other Names

• Beth Ann Oldmixon