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Carolyn Jane Tomlinson

Carolyn J. Tomlinson

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About Carolyn Jane Tomlinson

Carolyn J. Tomlinson is a registered investment advisor representative in California. Carolyn has been in the industry since 1989 and has worked with clients in both New York and California. Carolyn is a graduate of the University of California, Los Angeles and is a member of the National Association of Personal Financial Advisors. Carolyn J. Tomlinson offers investment consulting, educational, evaluation, and review services, as well as pension consulting and selection of other advisors. Carolyn has approximately 40 clients and works with individuals, corporations, and other businesses. The firm's fee structure includes fixed fees, hourly charges, and a percentage of assets.

Firm Information

Carolyn Tomlinson is currently registered with Carolyn J. Tomlinson. Carolyn J. Tomlinson is an investment advisor representative providing investment consulting, educational, evaluation and review services, as well as pension consulting and selection of other advisers.

Not reported

Assets Under Management

40

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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provide investment consulting, educational, evaluation and review services

Provide investment consulting, educational, evaluation and review services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carolyn Tomlinson’s Registration & Firm History

CA

01/01/2025 - Present

Carolyn J. Tomlinson (MOORPARK CA)

NY

08/25/1989 - 07/03/2001

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/15/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carolyn Jane Tomlinson.
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