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Philip O'toole
from Fourth Dimension Wealth, LLC
Philip O'toole is a financial advisor based in Ohio, Middleburg Heights,
with 25 years of experience. Philip currently works for
Fourth Dimension Wealth, LLC.
Philip maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Philip O'toole works at Fourth Dimension Wealth, LLC
Fourth Dimension Wealth, LLC is a financial advisory firm based in Middleburg Heights, Ohio. It currently has approximately $178,220,101 of assets under management and employs about 6 people. Fourth Dimension Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Uniform Combined State Law Examination (S66)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
16600 Sprague Rd,, Suite 450, Middleburg Heights, Ohio, 44130
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