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Credentials
CFP®, Series 66
Experience Industry experience
8 years
Location
Monroe City, MO 63456
Edward Jones
Institution
Toni Hunter is a financial advisor at Edward Jones with a CFP® designation and Series 66 license, bringing eight years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Monroe City, MO
1110 Hwy 24/36 E Suite 22
Monroe City MO 63456
Advisors at this office
1
Missouri · Texas
8 years of industry experience
Edward Jones
2016 - Present • 10 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Monroe City, MO
OSAIC Institutions, INC.
Seth Bray is a financial advisor at OSAIC Institutions, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at MA Bank and served as the offensive line coach for the Macon High School Varsity Football team. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.
Series 66
Monroe City, MO
LPL Financial
Loree Quinn is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She previously worked at USAdvisors Wealth Management, LLC and Securities America, Inc., and has been associated with Alliant Bank since 1997. In addition to her advisory role, she is involved in non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory and non-advisory financial activities supported by advanced operational tools.
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