Tonya Wolfe, financial advisor Plano TX

Tonya Wolfe

CRD Number: 5050824
Current Firm: Prudential Financial Planning Services

Tonya Wolfe (CRD# 5050824) is an Investment Advisor Representative working at Prudential Financial Planning Services in Plano, TX and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America Purcell, OK Feb 2015 - Current 6
Pruco Securities LLC Purcell, OK Feb 2015 - Current 6
Sagepoint Financial Monrovia, CA Feb 2014 - Feb 2015 1
Agla Sacramento, CA Jun 2013 - Feb 2015 1
Mml Investors Services Roseville, CA Oct 2012 - May 2013 < 1
Massmutual Life Insurance Company Roseville, CA Sep 2012 - May 2013 < 1
Metlife Securities Inc. Sandy, UT Sep 2007 - Sep 2012 5
Metropolitan Life Insurance Company Dallas, TX Oct 2005 - Sep 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2006
S65 NASAA Investment Advisors Law Examination May 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Tonya J. Wolfe
Phone Number: 800-235-7637
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    11,236
    MILLIONS
  • Total Number of Accounts
    70,757
    ACCOUNTS
  • Average Account Value
    $158,796
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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, VT, WA, WI, WV, WY

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