First Choice Financial Planning, LLC

First Choice Financial Planning, LLC (CRD# 166363) is a financial advisory firm headquartered in , . They manage $3,234,120 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $89,837
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
The map below shows states where this firm has explicit registration only.

NM

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

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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