Thomas Jacob Tolley
Investment adviser representative at Tolley Financial Group, LLC
13 yearsExperience
1 stateRegistered in
$121.9MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Tolley Financial Group, LLCDec 2006 to now
- Copperleaf Capital, LLCJan 2010 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
Tolley Financial Group, LLC
$121.9MAssets managed
192Clients
1Advisers
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
- 5107907
- Firm CRD
- 302115