Alfred Tounjian (CRD# 3048792) is an Investment Advisor Representative working at Advantage Retirement Group in Fort Myers, FL and has over 25 years of experience in the finance industry. Alfred Tounjian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tounjian Advisory Partners Llc Dba Advantage Retirement Group | Fort Myers, FL | Feb 2024 - Current | < 1 |
| A & T Strategic Leasing, LLC | Fort Myers, FL | Sep 2021 - Current | 2 |
| A&t Strategic Marketing Inc. | Fort Myers, FL | Dec 2018 - Current | 5 |
| Sti Property Management LLC | Fort Myers, FL | Feb 2014 - Current | 10 |
| National Benefit Corp D/b/a Advantage Retirement Group | Fort Myers, FL | Jan 1991 - Current | 33 |
| Self-employed | Fort Myers, FL | Jan 1983 - Current | 41 |
| Tounjian Advisory Group, Llc Dba Advantage Retirement Group | Fort Myers, FL | Oct 2010 - Feb 2024 | 13 |
| Sic Property Management LLC | Eldersburg, MD | Dec 2001 - Oct 2019 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
- FL
- TX
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, FL, MD, SC, TX
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