Tom Canchola
Tom Canchola is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Victorville, CA, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
12530 Hesperia Road, Suite 214, Victorville, CA, 92395
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tom is a self-employed insurance agent selling non-variable fixed insurance, dedicating a few hours per week to this activity. He also owns a tax preparation business, spending about 10-20% of his time on seasonal personal income tax preparation.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Sentra Securities CorporationBroker
Wm Financial Services, INC.Broker
Griffin Financial ServicesBroker
Ba Investment Services, INC.Broker
Griffin Financial ServicesBroker
Kavanaugh Securities, INC.Broker
State Registrations14 states
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