Richard Tobin Borst
Professional Summary
Richard Tobin Borst, who also goes by Toby Borst, was a registered financial advisor. Richard was a previously registered financial professional and started their career in finance 1982 - 2019. Richard had worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Toby Borst
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
WEALTH TRAK FINANCIAL SERVICES, LLC | WEALTHTRAK FINANCIAL SERVICES, LLC
Contact Information
Main Address
Gresham, ORDocuments
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 1982About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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