Christopher Howard Toadvine
Investment adviser representative at Certified Advisory Corp
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Certified Advisory CorpMay 2019 to now
- Certified Insurance CorpMay 2019 to Jul 2021
- Stonebridge Financial Planning GroupMay 2018 to May 2019
- Triad Advisors LLCMay 2018 to May 2019
- Ef Legacy Securities, LLCApr 2016 to May 2018
- Edelman Financial Services LLCAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Certified Advisory Corp
$3BAssets managed
2,556Clients
17Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2597371
- Firm CRD
- 120990