Tonya White, financial advisor Modesto CA
90 score

Tonya White

CRD Number: 6056138
Current Firm: Transamerica Financial Advisors, Inc.

Tonya White (CRD# 6056138) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Modesto, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Applied General Agency Anaheim, CA Aug 2015 - Current 1
Golden State Medicare Health Plans Seal Beach, CA Aug 2015 - Current 1
United Healthcare Concord, CA Jul 2012 - Current 4
Transamerica Financial Advisors, Inc. Modesto, CA Apr 2012 - Current 4
Healthcompare/joppel Orange, CA Feb 2012 - Current 4
Melaleuca Clayton, CA Jan 2012 - Current 4
World Financial Group Modesto, CA Dec 2011 - Current 5
Arbonne Clayton, CA Aug 2010 - Current 6
Beauticontrol Clayton, CA Jan 2003 - Current 13
Ruby Ribbon Burlingame, CA Jan 2014 - Jun 2014 < 1
Isagenix Clayton, CA Oct 2008 - Mar 2014 5
Guy And Eva Ontario, CA Oct 2010 - Feb 2012 1
Insphere Insurance Solution San Jose, CA Feb 2010 - Jan 2012 1
Closet World City Of Industry, CA Sep 2006 - Jan 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Tonya S. White
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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