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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 and holds a Series 66 designation. Prior to joining OSAIC, he has held various roles including 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 provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account options.
Series 66
Monroe City, MO
LPL Financial
Loree Quinn is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has worked previously at USAdvisors Wealth Management, LLC and Securities America, Inc. Quinn is also involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and technologies such as machine learning.
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