Tounjian Advisory Group, LLC

Tounjian Advisory Group, LLC (CRD# 144417) is a financial advisory firm headquartered in Fort Myers, FL. They serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA, FL, MD, OH

Financial Advisors at Tounjian Advisory Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Alfred M. Tounjian
CRD#: 3048792
8870 Daniels Parkway, Fort Myers, FL 33912
96
Wealthminder
score

Alfred Tounjian (CRD# 3048792) is an Investment Advisor Representative working at Tounjian Advisory Group, LLC in Fort Myers, FL and has over 19 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.

2
David H. Lebold
CRD#: 2137553
8870 Daniels Parkway, Fort Myers, FL 33912
93
Wealthminder
score

David Lebold (CRD# 2137553) is an Investment Advisor Representative working at Tounjian Advisory Group, LLC in Fort Myers, FL and has over 15 years of experience in the finance industry.

3
Edward J. Loftice
CRD#: 6151525
1932 Liberty Road, Eldersburg, MD 21784
90
Wealthminder
score

Edward Loftice (CRD# 6151525) is an Investment Advisor Representative working at Tounjian Advisory Group, LLC in Eldersburg, MD and has over 4 years of experience in the finance industry.

4
Gary Mancuso
CRD#: 1810136
Marina Del Rey, CA
90
Wealthminder
score

Gary Mancuso (CRD# 1810136) is an Investment Advisor Representative working at Tounjian Advisory Group, LLC in Marina Del Rey, CA and has 1 year of experience in the finance industry.

5
William H. Hazlett
CRD#: 5852430
3801 Pga Boulevard, Suite 600, Palm Beach Gardens, FL 33410
56
Wealthminder
score

William Hazlett (CRD# 5852430) is an Investment Advisor Representative working at Tounjian Advisory Group, LLC in Palm Beach Gardens, FL and has over 6 years of experience in the finance industry.

6
Donald L. Ross
CRD#: 1786206
8870 Daniels Parkway, Fort Myers, FL 33912
52
Wealthminder
score

Donald Ross (CRD# 1786206) is an Investment Advisor Representative working at Tounjian Advisory Group, LLC in Fort Myers, FL and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.