Wanda Teresa Toro
Investment adviser representative at Finances for Real Life
25 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$108.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Finances for Real LifeJul 2022 to now
- Wanda T Toro, LLCMay 2013 to now
- LPL Financial LLCDec 2010 to now
- Self EmployedJun 2001 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 5 states (CA, CO, FL, TX, VA).
Finances for Real Life
$108.6MAssets managed
130Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2333643
- Firm CRD
- 324090