Tom Canchola, financial advisor Victorville CA

Tom Canchola

CRD Number: 2019628
Current Firm: Raymond James Financial Services Advisors, Inc.

Tom Canchola (CRD# 2019628) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Victorville, CA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Tom Canchola Victorville, CA Aug 2014 - Current 9
Tom Canchola Victorville, CA Aug 2014 - Current 9
Raymond James Financial Services Advisors, Inc. Victorville, CA Jan 2009 - Current 15
Insurance Victorville, CA Dec 2005 - Current 18
Raymond James Financial Services, Inc. Victorville, CA Dec 2001 - Current 22
D Canada Financial Murrieta, CA Apr 2014 - Aug 2014 < 1
Accounting/cpa/tax Preparation Victorville, CA Apr 2008 - Aug 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1993
S65 NASAA Investment Advisors Law Examination Sep 1997
Contact Info for Tom D. Canchola
Phone Number: 727-567-3020
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, WY

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