Ivan Tokarev has been an investment adviser representative at Total Wealth Services since July 2026, and is not listed among the firm’s executive officers or direct owners.
Total Wealth Services, LLC is a Westlake Village, CA firm with $186M under management, 162 clients and 6 advisers in one office, as of its March 2026 filing.
- Total Wealth Services, LLCCurrent– present · under a yearWestlake Village, CA · Adviser representative · Firm CRD 331833
Investment adviser representative registrations
Ivan Tokarev is registered as an investment adviser representative in California, since July 2026.
- CaliforniaSince 24 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 July 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8317303
- Firm
- Total Wealth Services · CRD 331833
- Office
- 4165 E THOUSAND OAKS BLVD, #355, Westlake Village, CA 91362
- Registration
- Investment adviser registration
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Ivan Tokarev work?
Ivan Tokarev is an investment adviser representative registered through Total Wealth Services, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Ivan Tokarev a financial advisor?
Yes. Ivan Tokarev has a current investment-adviser registration in California, through Total Wealth Services since July 2026.
How many years of experience does Ivan Tokarev have?
Ivan Tokarev has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Ivan Tokarev passed?
Ivan Tokarev passed the Series 65 in July 2026.
Where is Ivan Tokarev based?
Ivan Tokarev’s registered office is in Westlake Village, CA.
Is Ivan Tokarev registered with FINRA?
No. Ivan Tokarev has no current broker registration.
How can I verify Ivan Tokarev’s record?
Search CRD 8317303 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ivan Tokarev’s full registration record.
