Duane Toney

Managing Director, Partner & Wealth Advisor at Carson Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Centerville, Utah, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Professional working proficiency
Skills

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Bio

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Credentials

  • Capitaliz Accredited Advisor
    Capitaliz
    Oct, 2022
    - Nov, 2024
  • Certified Public Accountant
    -
  • Certified in Production and Inventory Management (CPIM)
    -

Experience

  • Carson Wealth
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Managing Director, Partner & Wealth Advisor
      • Feb 2022 - Present

  • Oxford Financial Group
    • Insurance Producer
      • Nov 2002 - Present

      Independent Insurance Solutions Independent Insurance Solutions

  • Signal Wealth Advisors
    • United States
    • Financial Services
    • Managing Partner, Financial Advisor
      • Jan 2017 - Jan 2022

  • Investment Management Consultants
    • United States
    • Financial Services
    • 1 - 100 Employee
    • CPA/Personal Financial Specialist, Investment Advisor Representative, Registered Representative
      • Oct 2006 - Dec 2016

      Independent Investment Advisory Services Wealth and Investment Management Strategies designed to reduce downside market risk Fee-based Financial Services Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge and Investment Management Consultants are different entities. Independent Investment Advisory Services Wealth and Investment Management Strategies designed to reduce downside market risk Fee-based Financial Services Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge and Investment Management Consultants are different entities.

  • First Western Advisors
    • Investment Advisor Representative
      • Jun 2003 - Sep 2006

      Fee-based Independent Investment Advisory Services Fee-based Independent Investment Advisory Services

  • Sorenson Companies
    • Executive Management Committee, Subsidiary President, Operations VP, Tax Director
      • May 1987 - Apr 1999

      Privately-held investment company and business incubator Privately-held investment company and business incubator

  • Deloitte
    • Business Consulting and Services
    • 700 & Above Employee
    • Senior Tax Consultant, Tax Consultant
      • Jan 1984 - Apr 1987

      International Accounting Firm International Accounting Firm

Education

  • Brigham Young University
    M.S., Accounting, Tax Emphasis
    1981 - 1983
  • Brigham Young University
    Bachelors, Accounting
    1977 - 1983

Community

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