Christopher D. Toward
Professional summary
Christopher David Toward, who also goes by Christopher Toward, is a registered financial advisor currently at TACTICAL TAX WEALTH MANAGEMENT located in Phoenix, Arizona.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Christopher has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher David Toward's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 30, 2026 - Present
TACTICAL TAX WEALTH MANAGEMENT
January 27, 2017 - July 1, 2025
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/30/2026)
Exams
Current Firm
TACTICAL TAX WEALTH MANAGEMENT
CRD#: 325242 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 7,414,881 |
Red Flags
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