Tony Randal Wahl

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2025 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2025 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 08/2026 → Present
  Integrity Insurance Advisors Of Newberry, Llc
  Newberry, FL
• 09/2019 → 08/2025
  Lpl Financial Llc
  Inverness, FL
• 02/2001 → 09/2019
  G.A. Repple & Company
  Casselberry, FL

Previous Registrations

• 2019-09-12 → 2025-08-04
  Lpl Financial Llc
  Inverness, FL
  Inverness, FL
  Port Charlotte, FL
• 2001-02-16 → 2019-09-10
  G. A. Repple & Company
  Inverness, FL
  Inverness, FL
  Casselberry, FL

Other Businesses

(1) Integrity Financial Services Group, Inc; DBA 4411 E. Arlington St, Inverness, FL 34453; Investment Related; President & Shareholder; I am licensed for securities, life, health and annuities, I provide financial planning and insurance consulting for both business and personal needs; Start 1/2000; 120 hours/month, 120 hours/month during trading. (2) Integrity Insurance Advisors; P&C and Health; Not investment related; 4411 E. Arlington St, Inverness, FL 34453; Managing Member/Support Staff; Start 7/2007; 20 hours/month, 10 hours/month during trading. (3) Integrity Tax & Bookkeeping, LLC; Tax & Accounting Serviced; Not investment related; 4411 E. Arlington St, Inverness, FL 34453; Office Manager; Start 1/2001; 40 hours/month, 10 hours/month during trading. (4) Integrity Insurance Advisors of Newberry, LLC; Investment Related; 25125 W Newberry Rd, Newberry, FL 32669; Insurance; Agent; Managing Member; 8/2026; 5 hrs/mo during trading hrs; As the owner, full access to all business accounts.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-01-19
• S63 Uniform Securities Agent State Law Examination
  1994-08-26

Other Names

• Tony R Wahl