John Tollefson (CRD# 1126543) is an Investment Advisor Representative working at Proplans in Los Altos, CA and has over 30 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Harold Tollefson, Dba Proplans Ria | Sunnyvale, CA | Aug 1996 - Current | 27 |
| Proplans | Sunnyvale, CA | Aug 1985 - Current | 38 |
| John Tollefson Dba Proplans | Sunnyvale, CA | Jul 1985 - Current | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
- CA
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$842,012
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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