Chief Executive Officer/owner · Finances for Real Life
Wanda T. Toro
CRD 2333643 · Named on Form ADV at one SEC-registered adviser
At a glance
Finances for Real Life, an SEC-registered wealth manager based in Lompoc, CA with $109 million in regulatory assets, lists Wanda T. Toro on its Form ADV as Chief Executive Officer/owner, a control person.
Firms and roles
- Finances for Real LifeChief Executive Officer/ownerWealth manager · Lompoc, CA · $109M in regulatory assets
AtlasMembers
Wanda’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Peggy S. Van HookManaging Director/ Chief Compliance Officer, Finances for Real Life
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Wanda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.