TW
Tony R. Wahl
J. W. COLE ADVISORS
Inverness, FL 34453
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CRD#: 2516413
TW
Professional summary
Tony Randal Wahl, who also goes by Tony R Wahl, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Inverness, Florida and J.W. COLE FINANCIAL, INC. located in Inverness, Florida.
Tony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Tony has worked at 8 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7, Series 62, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tony R Wahl
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Integrity Financial Services Group, Inc; DBA 4411 E. Arlington St, Inverness, FL 34453; Investment Related; President & Shareholder; I am licensed for securities, life, health and annuities, I provide financial planning and insurance consulting for both business and personal needs; Start 1/2000; 120 hours/month, 120 hours/month during trading. (2) Integrity Insurance Advisors; P&C and Health; Not investment related; 4411 E. Arlington St, Inverness, FL 34453; Managing Member/Support Staff; Start 7/2007; 20 hours/month, 10 hours/month during trading. (3) Integrity Tax & Bookkeeping, LLC; Tax & Accounting Serviced; Not investment related; 4411 E. Arlington St, Inverness, FL 34453; Office Manager; Start 1/2001; 40 hours/month, 10 hours/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Tony Randal Wahl's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 6, 2025 - Present
J. W. COLE ADVISORS, INC.
Office #1: 4411 E. Arlington St, Inverness, FL 34453RIA
CRD#: 112294
Inverness, FL
Current
August 1, 2025 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 4411 E. Arlington St., Inverness, FL 34453BD
CRD#: 124583
Inverness, FL
Past
September 12, 2019 - August 4, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
INVERNESS, FL
Past
September 11, 2019 - August 4, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
INVERNESS, FL
Past
February 16, 2001 - September 10, 2019
G. A. REPPLE & COMPANY
RIA
CRD#: 17486
INVERNESS, FL
Past
February 16, 2001 - September 10, 2019
G. A. REPPLE & COMPANY
BD
CRD#: 17486
INVERNESS, FL
Past
November 15, 2000 - February 23, 2001
FAS WEALTH MANAGEMENT SERVICES, INC.
BD
CRD#: 10164
SARASOTA, FL
Past
September 4, 1997 - November 15, 2000
BIRCHTREE FINANCIAL SERVICES LLC
BD
CRD#: 15014
MINNEAPOLIS, MN
Past
August 22, 1994 - August 27, 1997
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. PAUL, MN
Past
August 22, 1994 - August 27, 1997
CRI SECURITIES, LLC
BD
CRD#: 22589
ST. PAUL, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/6/2025)
RR
Connecticut(8/1/2025)
RR
Florida(8/1/2025)
IAR
Florida(8/6/2025)
RR
Georgia(8/1/2025)
RR
Illinois(8/1/2025)
RR
Kentucky(8/1/2025)
RR
Massachusetts(8/1/2025)
RR
New York(8/1/2025)
RR
North Carolina(8/1/2025)
RR
Ohio(8/1/2025)
RR
Rhode Island(8/1/2025)
RR
Utah(9/25/2025)
RR
Virginia(8/1/2025)
RR
West Virginia(8/1/2025)
RR
Wisconsin(8/1/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 3/18/1996
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
