James Tollinger, financial advisor York PA

James Tollinger

CRD Number: 2013982
Current Firm: Prudential Financial Planning Services

James Tollinger (CRD# 2013982) is an Investment Advisor Representative working at Prudential Financial Planning Services in York, PA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Prudential Insurance Company Of America York, PA Nov 1989 - Current 34
Pruco Securities, LLC York, PA Nov 1989 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1989
S65 NASAA Investment Advisors Law Examination May 2002
Contact Info for James T. Tollinger
Phone Number: 800-235-7637
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

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