Ian Tomlinson, financial advisor Alamogordo NM

Ian Tomlinson

CRD Number: 2492696
Current Firm: First Choice Financial Planning, LLC

Ian Tomlinson (CRD# 2492696) is an Investment Advisor Representative working at First Choice Financial Planning, LLC in Alamogordo, NM and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
First Choice Financial Planning Alamogordo, NM Apr 2017 - Current 7
Due Diligence For First Choice Financial Planning North Las Vegas, NV Apr 2012 - Jun 2020 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S65 NASAA Investment Advisors Law Examination Jun 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Ian R. Tomlinson
Phone Number: (575) 443-3551
Registered State(s):
  • NM
Current Firm Details
First Choice Financial Planning, LLC
Firm's CRD Number: 166363
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • 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

NM

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