Christopher Tolman, financial advisor Salt Lake City UT
89 score

Christopher Tolman

CRD 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.

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Company Name Location Dates Years
Tiaa Salt Lake City, UT Apr 2015 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Salt Lake City, UT Apr 2015 - Current 1
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
Contact Info for Christopher J. Tolman
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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