Paul B. Tomchaney
Professional summary
Paul Bartlett Tomchaney, who also goes by Paul B Tomchaney, is a registered financial advisor currently at TOMCHANEY INVESTMENT SERVICES, INC. located in Orland Park, Illinois.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Paul has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Bartlett Tomchaney's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 14, 2006 - Present
TOMCHANEY INVESTMENT SERVICES, INC.
Office #1: 9439 W. 144th Place, Orland Park, IL 60462June 1, 1999 - November 15, 2005
CHARLES SCHWAB & CO., INC.
May 12, 1999 - November 15, 2005
CHARLES SCHWAB & CO., INC.
October 9, 1996 - May 8, 1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/14/2006)
Exams
Current Firm
TOMCHANEY INVESTMENT SERVICES, INC.
CRD#: 139152 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 30,710,000 |
Red Flags
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