Tonja TruesdellCRD Number: 6172300
Current Firm: Thornburg Investment Management Inc.
Tonja Truesdell (CRD# 6172300) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 3 years of experience in the finance industry.
Longview Asset Management, LLC
Santa Fe Advisors LLC
Raymond James Financial Services Advisors, Inc.
|Thornburg Investment Management||Santa Fe, NM||Mar 2012 - Current||5|
|Homemaking||Albuquerque, NM||Aug 2011 - Mar 2012||< 1|
|Payden & Rygel Investment Management||Los Angeles, CA||Mar 2007 - Aug 2011||4|
|Charter Bank/mortgage||Albuquerque, NM||Nov 2001 - Mar 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management54,858MILLIONS
Total Number of Accounts5,091ACCOUNTS
Average Account Value$10,775,486
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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