IT
IT
Ian Tomlinson
30 Years of Experience
Alamogordo, NM
1 Disclosure
Ian Tomlinson is a registered investment advisor at First Choice Financial Planning, LLC, based in Alamogordo, NM, with 30 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 31 clients with $3.2M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
31 clients
Average Client Portfolio
$102K average
Assets Under Management
$3.2M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Alamogordo, NM
Get directionsHistory
Regulatory History (1)
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Regulatory
April 2018Final
Other Business Activities
Ian is the Owner/Instructor at Centerfire Firearms Training, LLC, providing concealed handgun carry instruction. He spends about 10-20% of his time on this business outside of trading hours.
Employment History
Current Registrations
First Choice Financial Planning, LLC
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Securities America Advisors, INC.
March 2012 - April 2012 · 1 mo
Securities America, INC.Broker
March 2012 - April 2012 · 1 mo
Securities America Advisors, INC.
April 2011 - March 2012 · 11 mos
Securities America, INC.Broker
March 2011 - March 2012 · 1 yr
Northwestern Mutual Investment Services,llc
August 2007 - March 2011 · 3 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
July 2007 - March 2011 · 3 yrs 8 mos
First Command Financial Planning, INC.
September 2005 - April 2007 · 1 yr 7 mos
First Command Bank
June 2005 - September 2005 · 3 mos
First Command Financial Planning, INC.Broker
June 1994 - April 2007 · 12 yrs 10 mos
State Registrations1 state
NM
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.