Tonya West (CRD# 5713706) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has over 8 years of experience in the finance industry. Tonya West has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Napa Wealth Management | Napa, CA | Apr 2021 - Current | 3 |
| Unemployed | American Canyon, CA | Jun 2020 - Mar 2021 | < 1 |
| Tonya And Kevin West | American Canyon, CA | Aug 2016 - May 2020 | 3 |
| Waddell & Reed Inc. | Napa, CA | Nov 2015 - Nov 2019 | 4 |
| Various Insurance Carriers For W&r Insurance Agencies | American Canyon, CA | Nov 2015 - Nov 2019 | 4 |
| Gerardo Martin | Napa, CA | Mar 2016 - Dec 2018 | 2 |
| Waddell & Reed | Napa, CA | Sep 2009 - Nov 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- CA
-
Total Assets Under Management232MILLIONS
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Total Number of Accounts222ACCOUNTS
-
Average Account Value$1,045,677
- A percentage of assets under your management
- 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
- Pension consulting services
- Educational seminars/workshops
- Other
CA, TX, WA
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