Theresa Tukalski, financial advisor Westlake Village CA
93 score

Theresa Tukalski

CRD Number: 5516391
Current Firm: Raymond James & Associates, Inc.

Theresa Tukalski (CRD# 5516391) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westlake Village, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates Westlake Village, CA Jan 2017 - Current 1
Stifel Nicolaus & Co Inc. Westlake Village, CA Nov 2011 - Dec 2016 5
Ubs Financial Services Inc. Westlake Village, CA Feb 2009 - Nov 2011 2
Ubs Financial Services Westlake Village, CA Mar 2008 - Jan 2009 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2010
Contact Info for Theresa C. Tukalski
Phone Number: 727-567-1000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    142,933
    MILLIONS
  • Total Number of Accounts
    472,443
    ACCOUNTS
  • Average Account Value
    $302,541
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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