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
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