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Tonia S. Ryan

AFS INVESTMENTS
Sacramento, CA 95864
Some features on this profile are disabled
CRD#: 5528728
TR

Professional summary

Tonia Sharda Ryan, who also goes by Sharda Tonia Lesea, Sharda T Ryan, Sharda Tonia Ryan, Sharda Ryan, Tonia Sarada Ryan, Tonia Sarda Ryan, is a registered financial advisor currently at AFS INVESTMENTS located in Sacramento, California.

Tonia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Tonia has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sharda Tonia Lesea | Sharda T Ryan | Sharda Tonia Ryan | Sharda Ryan | Tonia Sarada Ryan | Tonia Sarda Ryan

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tonia Sharda Ryan'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®
None

Experience

Current

December 1, 2021 - Present

AFS INVESTMENTS

Office #1: 3445 American River Drive, Suite B, Sacramento, CA 95864
RIA
CRD#: 163928
Sacramento, CA
Past

June 8, 2020 - October 12, 2020

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

BD
CRD#: 13594
RANCHO CORDOVA, CA
Past

June 28, 2018 - October 8, 2020

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
RANCHO CORDOVA, CA
Past

December 16, 2013 - October 18, 2017

WADDELL & REED

RIA
CRD#: 866
SACRAMENTO, CA
Past

December 13, 2013 - October 18, 2017

WADDELL & REED

BD
CRD#: 866
SACRAMENTO, CA
Past

January 20, 2012 - December 20, 2013

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
SACRAMENTO, CA
Past

June 9, 2008 - December 20, 2013

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SACRAMENTO, CA

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.

Highlighted states indicate IAR registrations

IAR
California
(12/1/2021)
IAR
Texas
(9/24/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/25/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/26/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/26/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/5/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/6/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AI
AFS INVESTMENTS
AFS INVESTMENTS | ANDRADE FINANCIAL SERVICES, INC.

CRD#: 163928 / SEC#:

California
Registered Investment Advisory firm - (7/17/2012 Approved)
Texas
Registered Investment Advisory firm - (9/24/2024 Conditional Restricted)
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Contact information

Main Address
Turlock, CA
Mailing Address
Phone number
(916) 987-7335
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts309
AUM (Assets Under Management)$ 52,774,669

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.

Company Information

AFS INVESTMENTS

CRD#: 163928Sacramento, CA 95864

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