Tonya White has been an investment adviser representative at CSP Financial Group since January 2022, and is not listed among the firm’s executive officers or direct owners.
CSP Financial Group LLC is a Scottsdale, AZ firm with $151M under management, 397 clients and 21 advisers across 18 offices, as of its September 2026 filing.
Tonya White’s longest registration was 5 years at Transamerica Financial Advisors, Inc. (2012–2017). Before joining CSP Financial Group in 2022, Tonya White was registered through Lifepro Asset Management and SCF Investment Advisors, Inc.
- CSP Financial Group LLCCurrent– present · 4 yearsClayton, CA · Adviser representative · Firm CRD 310819
- Lifepro Asset Management– · 1 yearClayton, CA · Adviser representative · Firm CRD 285252
- SCF Investment Advisors, Inc.– · 1 yearWalnut Creek, CA · Adviser representative · Firm CRD 123608
- Infinity Financial Services– · 2 yearsClayton, CA · Adviser representative · Firm CRD 144302
- Transamerica Financial Advisors, Inc.– · 5 yearsModesto, CA · Adviser representative · Firm CRD 16164
Investment adviser representative registrations
Tonya White is registered as an investment adviser representative in California, since January 2022.
- CaliforniaSince 27 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 April 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 February 2012 |
| Series 65 | Uniform Investment Adviser Law Examination | 31 January 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Tonya Shyree White
- CRD
- 6056138
- Firm
- CSP Financial Group · CRD 310819
- Office
- Clayton, CA
- Registration
- Investment adviser registration
- In the industry since
- April 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Tonya White work?
Tonya White is an investment adviser representative registered through CSP Financial Group LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Tonya White a financial advisor?
Yes. Tonya White has a current investment-adviser registration in California, through CSP Financial Group since January 2022.
How many years of experience does Tonya White have?
Tonya White has 14 years in the financial industry, since April 2012, across 5 adviser firms.
What exams has Tonya White passed?
Tonya White has passed 3 licensing exams: the Series 65, Series 63 and Series 6. The earliest, the Series 65, was passed in January 2012. FINRA credited Tonya White with the SIE, which began in October 2018.
Where did Tonya White work before CSP Financial Group?
Before CSP Financial Group, Tonya White was registered through Lifepro Asset Management, June 2020 to January 2022; SCF Investment Advisors, Inc., May 2019 to June 2020; Infinity Financial Services, May 2017 to May 2019; Transamerica Financial Advisors, Inc., April 2012 to May 2017.
Where is Tonya White based?
Tonya White’s registered office is in Clayton, CA.
Is Tonya White registered with FINRA?
No. Tonya White has no current broker registration.
How can I verify Tonya White’s record?
Search CRD 6056138 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tonya White’s full registration record.
