Tonya White (CRD# 6056138) is an Investment Advisor Representative working at Infinity Financial Services in Oakland, CA and has over 6 years of experience in the finance industry.
CRD# 2289402
Polaris Greystone Financial Group, LLC
Score
106
CRD# 4512665
Blossom Wealth Management, LLC
Score
108
CRD# 5793035
Parker Investment Management, LLC
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinity Financial Services | Oakland, CA | May 2017 - Current | < 1 |
| Aarp | Washington, DC | May 2017 - Current | < 1 |
| Healthnet | Woodland Hills, CA | Oct 2016 - Current | 1 |
| Vitalti Wellness | Benicia, CA | Jul 2016 - Current | 1 |
| Applied General Agency | Anaheim, CA | Aug 2015 - Current | 2 |
| Golden State Medicare Health Plans | Seal Beach, CA | Aug 2015 - Current | 2 |
| Heartland Institute Of Financial Education | Greenwood Village, CO | Aug 2015 - Current | 2 |
| United Healthcare | Concord, CA | Jul 2012 - Current | 5 |
| Healthcompare/joppel | Orange, CA | Feb 2012 - Current | 6 |
| Melaleuca | Clayton, CA | Jan 2012 - Current | 6 |
| Arbonne | Clayton, CA | Aug 2010 - Current | 7 |
| Transamerica Financial Advisors, Inc. | Modesto, CA | Apr 2012 - May 2017 | 5 |
| World Financial Group | Modesto, CA | Dec 2011 - May 2017 | 5 |
| Beauticontrol | Clayton, CA | Jan 2003 - May 2017 | 14 |
| Ruby Ribbon | Burlingame, CA | Jan 2014 - Jun 2014 | < 1 |
| Isagenix | Clayton, CA | Oct 2008 - Mar 2014 | 5 |
| Guy And Eva | Ontario, CA | Oct 2010 - Feb 2012 | 1 |
| Insphere Insurance Solution | San Jose, CA | Feb 2010 - Jan 2012 | 1 |
| Closet World | City Of Industry, CA | Sep 2006 - Jan 2012 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
- CA
- TX
- TN
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Total Assets Under Management96MILLIONS
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Total Number of Accounts430ACCOUNTS
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Average Account Value$224,011
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Other
AZ, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, VA, WA, WI
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