Christopher TolmanCRD Number: 6232462
Current Firm: Advice And Planning Services
Christopher Tolman (CRD# 6232462) is an Investment Advisor Representative working at Advice And Planning Services in Salt Lake City, UT and has over 3 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Tiaa||Salt Lake City, UT||Apr 2015 - Current||2|
|Tiaa-cref Individual & Institutional Services, LLC||Salt Lake City, UT||Apr 2015 - Current||2|
|Edward Jones||St. Louis, MO||Aug 2013 - Apr 2015||1|
|Laidlaw's Harley Davidson||Baldwin Park, CA||Aug 2007 - Aug 2013||6|
|Suncal Company||Valencia, CA||Nov 2005 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses