Since 2018, Tony Pulley has been working in Royal Alliance Associates located 136, 136. Tony Pulley is a competent Investment Advisor Representative with over 35 years of work experience. According to Tony's CV and work profile, this expert has worked at more than six companies with numerous backgrounds and got different skills. Tony attended school at the The American College of Financial Services from 1988 to 1998. This expert has professional certification in Clu, Chfc. Tony Pulley can be found in Los Angeles, California – where the professional currently lives. You can search for their phone and email. We can also provide you with additional contact information upon request.
Name variants:
Anthony Pulley,
Shelton Pulley,
Antoinette Pulley,
Antonia Pulley
Last updated Jun 23, 2024
Contact Information
Last Update
Jul 7, 2022
Email
tp**@investcrossroads.com
Location
Los Angeles, CA
Company
Workplace
Investment Advisor Representative
New York, NY
Industry
Financial Services
Colleagues
Work History
Investment Advisor Representative
10 Exchange Pl SUITE 1410, Jersey City, NJ 07302
I am responsible for the offering of financial services to our clients as previously stated.
from Nov 2018
Investment Advisor Representative
197 Clarendon St, Boston, MA 02116
Providing financial planning and investment services.
May 1, 2016 — Nov 2018
Investment Advisor Representative
570 Carillon Pkwy, St Petersburg, FL 33716
Providing financial planning and investment services.
2000 — May 2016
President
President, CEO, chief custodian and all functions in-between with a focus on my clients' financial concerns.
Sep 1996 — Dec 2000
President
Responsible for general over-sight of staff, client services and operations of the division. Also responsible for the servicing, portfolio design, and various financial needs of my own clien...
from Dec 2000
Education
1988 — 1998
1975 — 1977
Occupations
Executive
Chairperson
Advisor
Representative
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Investment Management
Financial Planning