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 6 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||6|
|Melaleuca||Clayton, CA||Jan 2012 - Current||6|
|World Financial Group||Modesto, CA||Dec 2011 - Current||6|
|Arbonne||Clayton, CA||Aug 2010 - Current||7|
|Beauticontrol||Clayton, CA||Jan 2003 - Current||15|
|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
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