Barry Toole Email & Phone Number
Chief Compliance Officer, World Investments, LLC @ World Investment Advisors (formerly Pensionmark)
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Barry Toole Location
- Tampa, FL, US
Barry Toole Work
- 2025 -now Chief Compliance Officer, World Investments, LLC @
- 2019 -2025 Senior Vice President, Compliance @
- 2016 -2019 Sr. Compliance Officer @
- 2013 -2016 Deputy Chief of Compliance @
- 2010 -2012 Chief Compliance Officer @
- 2007 -2010 Senior Compliance Examiner @
- 2006 -2007 Senior Branch Examiner @
- 2006 -2006 Deputy Chief of Compliance @ Signal Securities
- 2003 -2005 Compliance Analyst and Senior Registered Options Principal and Compliance Registered Options Principal @
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.
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