Trey Andrew Toifel

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 03/2011 → Present
  Alabama Coastal Outdoors Llc
  Fairhope, AL
• 07/2013 → Present
  Regions Bank
  Fairhope, AL
• 01/2015 → Present
  Cetera Investment Services Llc
  St. Cloud, MN
• 01/2015 → Present
  Cetera Investment Advisers Llc
  Fairhope, AL

Previous Registrations

• 2013-04-15 → 2013-04-17
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Foley, AL
• 2011-12-15 → 2013-02-05
  Wells Fargo Clearing Services, Llc
  Birmingham, AL
  Daphne, AL
  Spanish Fort, AL
  Daphne, AL
  Fairhope, AL
  Daphne, AL
• 2010-09-27 → 2011-03-22
  Edward Jones
  St Louis, MO
  Daphne, AL

Other Businesses

1. ALABAMA COASTAL OUTDOORS, SPORT FISHING & TACKLE, 100% OWNER, 5/HRS/WK

Exams

• S66 Uniform Combined State Law Examination
  2010-09-25

Other Names

• Trey Toifel