Tonya WolfeCRD 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|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|
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
Total Assets Under Management11,236MILLIONS
Total Number of Accounts70,757ACCOUNTS
Average Account Value$158,796
- 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, VT, WA, WI, WV, WY
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