Ian Tomlinson (CRD# 2492696) is an Investment Advisor Representative working at First Choice Financial Planning, LLC in Alamogordo, NM and has over 29 years of experience in the finance industry.
CRD# 5835590
Edward Jones
CRD# 6899589
Edward Jones
CRD# 2598766
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Choice Financial Planning | Alamogordo, NM | Apr 2017 - Current | 7 |
| Due Diligence For First Choice Financial Planning | North Las Vegas, NV | Apr 2012 - Jun 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NM
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Total Assets Under Management3MILLIONS
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Total Number of Accounts36ACCOUNTS
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Average Account Value$89,837
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NM
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