Barry Toole Email & Phone Number
Chief Compliance Officer, World Investments, LLC @ World Investment Advisors (formerly Pensionmark)
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Barry Toole Location
- Tampa, FL, US
Barry Toole Work
- Chief Compliance Officer, World Investments, LLC @ (October 2025 - Present)
- Senior Vice President, Compliance @ (April 2019 - November 2025)
- Sr. Compliance Officer @ (March 2016 - April 2019)
- Deputy Chief of Compliance @ (January 2013 - January 2016)
- Chief Compliance Officer @ (December 2010 - November 2012)
- Senior Compliance Examiner @ (November 2007 - December 2010)
- Senior Branch Examiner @ (August 2006 - November 2007)
- Deputy Chief of Compliance @ Signal Securities (January 2006 - August 2006)
- Compliance Analyst and Senior Registered Options Principal and Compliance Registered Options Principal @ (May 2003 - August 2005)
Barry Toole Education
- The University of Texas at Austin
Bachelor of Science (BS) (Communications)
- LSU Shreveport
Master of Business Administration - MBA
Barry Toole Skills
- Series 63
- Financial Advisory
- Retirement Planning
- Financial Planning
- Finance
- 401k
- Investment Advisory
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- FINRA
- Strategic Financial Planning
- Securities
- Asset Management
- Strategic Financial
- Trading
- Retirement
- Series 7
- 401 Retirement Savings Plans
Barry Toole Summary
- Barry Toole, based in Tampa, FL, US, is currently a Chief Compliance Officer, World Investments, LLC at World Investment Advisors (formerly Pensionmark). Barry Toole brings experience from previous roles at World Investment Advisors (formerly Pensionmark), J.W. Cole Financial, Inc. and Independent Financial Partners (IFP). Barry Toole holds a Bachelor of Science (BS) in Communications @ The University of Texas at Austin. With a robust skill set that includes Series 63, Financial Advisory, Retirement Planning, Financial Planning, Finance and more. Barry Toole has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Barry Toole?
Find contact details for 700 million professionals.
Top World Investment Advisors (formerly Pensionmark) Employees
Thomas Ming
Managing Partner
Bakersfield, CA, US
Mark Scalera
Managing Director
Long Hill, NJ, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co