Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Randal Wahl is a financial advisor with over 25 years of experience in the industry. Tony is currently registered with LPL Financial LLC and has a Branch Office location in Inverness, FL. Prior to joining LPL Financial LLC, Tony worked at G.A. REPPEL & COMPANY in Inverness, FL, FAS WEALTH MANAGEMENT SERVICES, INC. in Sarasota, FL, BIRCHTREE FINANCIAL SERVICES, INC. in Minneapolis, MN, C.R.I. SECURITIES, INC. in St. Paul, MN, and MIMLIC SALES CORPORATION in St. Paul, MN. Tony is a licensed investment advisor representative and a registered representative in Florida. Tony has passed multiple securities exams, including Series 6, 7, 24, 62, 63, 65, and 79TO, and holds the SIE designation. Tony has a history of working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/12/2019 - Present
LPL Financial LLC (INVERNESS FL)
FL
02/16/2001 - 09/10/2019
G. A. REPPLE & COMPANY (INVERNESS FL)
FL
11/15/2000 - 02/23/2001
FAS WEALTH MANAGEMENT SERVICES, INC. (SARASOTA FL)
MN
09/04/1997 - 11/15/2000
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/22/1994 - 08/27/1997
C.R.I. SECURITIES, INC. (ST. PAUL MN)
MN
08/22/1994 - 08/27/1997
MIMLIC SALES CORPORATION (ST. PAUL MN)
IA
Issued 01/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Tony Wahl is the right advisor for you? Invested Better is here to help.
