Unclaimed Profile

Alfred Michael Tounjian

TOUNJIAN ADVISORY PARTNERS LLC·FORT MYERS, Florida

Series 6, Series 63Clean record16 years registeredTOUNJIAN ADVISORY PARTNERS LLC

8870 DANIELS PARKWAY, FORT MYERS, FL 33912CRD# 3048792Firm CRD# 329635

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alfred Michael Tounjian · FORT MYERS, FL

Registration

CRD #3048792 · TOUNJIAN ADVISORY PARTNERS LLC · 16 years registered

Brand Profile

Not yet started

Career History

ADVANTAGE WEALTH PARTNERS

Feb 2024 – present

ADVANTAGE RETIREMENT GROUP

Nov 2010 – Mar 2024

FORT MYERS, FL

GLOBAL FINANCIAL PRIVATE CAPITAL, LLC

Apr 2010 – Mar 2011

ELDERSBURG, MD

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · April 14, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOUNJIAN ADVISORY PARTNERS LLC

CRD 329635 · SEC 801-129470

AUM

$459M

Regulatory assets under management

Employees

1,515 client accounts

Services offered by TOUNJIAN ADVISORY PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TOUNJIAN ADVISORY PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Alfred Michael Tounjian offer?

Alfred Michael Tounjian specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in FORT MYERS, Florida for a consultation.

What are Alfred Michael Tounjian's credentials?

Alfred Michael Tounjian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alfred Michael Tounjian located?

Alfred Michael Tounjian is based in FORT MYERS, Florida, working with TOUNJIAN ADVISORY PARTNERS LLC. Their office serves clients in the FORT MYERS metropolitan area and surrounding communities.

How does Alfred Michael Tounjian charge for services?

Alfred Michael Tounjian's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TOUNJIAN ADVISORY PARTNERS LLC?

TOUNJIAN ADVISORY PARTNERS LLC has approximately 8 employees and manages $459M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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