Tonya WhiteCRD 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 5 years of experience in the finance industry.
Three Bell Capital LLC
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Applied General Agency||Anaheim, CA||Aug 2015 - Current||2|
|Golden State Medicare Health Plans||Seal Beach, CA||Aug 2015 - Current||2|
|United Healthcare||Concord, CA||Jul 2012 - Current||5|
|Transamerica Financial Advisors, Inc.||Modesto, CA||Apr 2012 - Current||5|
|Healthcompare/joppel||Orange, CA||Feb 2012 - Current||5|
|Melaleuca||Clayton, CA||Jan 2012 - Current||5|
|World Financial Group||Modesto, CA||Dec 2011 - Current||5|
|Arbonne||Clayton, CA||Aug 2010 - Current||7|
|Beauticontrol||Clayton, CA||Jan 2003 - Current||14|
|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|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.