Primerica Advisors
44yrs
Top advisor by experience in Duncanville
2yrs
Toby Bane
Financial advisor at Edward Jones
Toby Bane is a fiduciary financial advisor in Duncanville, Texas, with 2 years in the industry. Toby joined Edward Jones in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 18 advisors with offices in Duncanville, and one of 17 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office415 W Danieldale Road Suite 116, Duncanville, TX 75137
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowEdward JonesCurrent firm
Contact Toby
Local office(972) 296-0000Ask for Toby. (314) 515-2000Main office · St. Louis, MO 415 W Danieldale Road Suite 116Duncanville, TX 75137Office · Get directions
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Questions to ask Toby
Tailored to Toby’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Toby
How do I contact Toby?
Call Toby’s local office at (972) 296-0000 or the Edward Jones main office at (314) 515-2000, and ask for Toby Bane.
How long has Toby been a financial advisor?
Toby has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Toby hold?
Series 66. Tap any license on this page to see what it allows.
Is Toby a fiduciary?
Toby is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Toby paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Toby for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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