Alfred M. Tounjian
ADVANTAGE RETIREMENT GROUP
Fort Myers, FL 33912
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CRD#: 3048792
Professional summary
Alfred Michael Tounjian, CFP®, who also goes by Alfie Tounjian, is a registered financial advisor currently at ADVANTAGE RETIREMENT GROUP located in Fort Myers, Florida.
Alfred is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Alfred has worked at 6 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alfie Tounjian
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Sole Proprietor, National Benefit Legacy d/b/a Advantage Retirement Group; Not Investment Related; Fort Myers, FL; President and Insurance Professional; Insurance Sales; approximately 50% of time is spent in this activity. STI Property Management LLC; Not Investment Related; Fort Myers, FL; Owner. A&T Strategic Marketing Inc; PVS; Investment related: No; 8870 Daniels Parkway Fort Myers FL 33912 United States; Business Entity used for Marketing; Duties: Budget and manage marketing cost; 2018-12-07; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0; A&T STRATEGIC LEASING, LLC; AMBR; Investment related: No; 8870 Daniels Parkway Fort Myers FL 33912 United States; Leasing company for company cars; Duties: Lease company cars; 2021-09-10; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0;
CRS (Client Relationship Summary) - RIA
Click below to view Alfred Michael Tounjian's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
February 8, 2024 - Present
ADVANTAGE RETIREMENT GROUP
Office #1: 8870 Daniels Parkway, Fort Myers, FL 33912RIA
CRD#: 329635
Fort Myers, FL
Past
November 5, 2010 - March 28, 2024
ADVANTAGE RETIREMENT GROUP
RIA
CRD#: 144417
FORT MYERS, FL
Past
April 14, 2010 - March 3, 2011
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
ELDERSBURG, MD
Past
September 20, 1999 - October 8, 2004
MM ASCEND LIFE INVESTOR SERVICES, LLC
BD
CRD#: 36451
CINCINNATI, OH
Past
July 8, 1998 - September 9, 1999
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Past
May 5, 1998 - June 13, 1998
HIMCO DISTRIBUTION SERVICES COMPANY
BD
CRD#: 6604
HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AR
ADVANTAGE RETIREMENT GROUP
ADVANTAGE RETIREMENT GROUP | TOUNJIAN ADVISORY PARTNERS LLC | SAVING THE INVESTOR
CRD#: 329635 / SEC#: 801-129470
RIA
Registered Investment Advisory firm - (2/8/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(2/12/2024)
IAR
Texas(2/8/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
AR
ADVANTAGE RETIREMENT GROUP
ADVANTAGE RETIREMENT GROUP | TOUNJIAN ADVISORY PARTNERS LLC | SAVING THE INVESTOR
CRD#: 329635 / SEC#: 801-129470
RIA
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Contact information
Main Address
8870 Daniels Parkway, Fort Myers, FL 33912
Mailing Address
Phone number
(239) 561-1155
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,631 |
| AUM (Assets Under Management) | $ 518,345,692 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ADVANTAGE RETIREMENT GROUP
CRD#: 329635Fort Myers, FL 33912TRUST BUT VERIFY
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