TC
CFP
TC
CFP

Tonya Collier

25 Years of Experience
Irvine, CA
BrokerSells Insurance

Tonya Collier is a CFP-designated registered investment advisor, based in Irvine, CA, with 25 years of industry experience.

Location

9870 Research Drive, Irvine, CA, 92618

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Tonya is an advisory representative of a registered investment advisor (RIA) since 2001, dedicating full-time hours to this role. She is also an independent insurance agent for various companies since 2007 and an agent/1099 contractor since 2024, dedicating minimal time to each.

Employment History
Current Registrations
Cambridge Investment Research, INC.
March 2020 - Present · 6 yrs 4 mos
Cambridge Investment Research, INC.Broker
March 2020 - Present · 6 yrs 4 mos
Cooper Mcmanus
August 2005 - Present · 20 yrs 11 mos
Previous Registrations
Securities America Advisors, INC.
July 2004 - August 2005 · 1 yr 1 mo
Cooper Mcmanus
December 2001 - July 2004 · 2 yrs 7 mos
Securities America, INC.Broker
March 2001 - March 2020 · 19 yrs
State Registrations2 states
CANV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Tonya Collier - Financial Advisor | TrueAdvisor