First Choice Financial Planning, LLC

First Choice Financial Planning, LLC (CRD# 166363) is a financial advisory firm headquartered in , . They manage $2,370,100 in 52 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $45,579
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NM, NV

Financial Advisors at First Choice Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ian R. Tomlinson
CRD#: 2492696
Alamogordo, NM
93
Wealthminder
score

Ian Tomlinson (CRD# 2492696) is an Investment Advisor Representative working at First Choice Financial Planning, LLC in Alamogordo, NM and has over 23 years of experience in the finance industry.

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