Alfred
Tounjian
Advantage Retirement Group
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About this Advisor
Alfred Tounjian is a certified financial planner operating out of Fort Myers, Florida with 13 years of relevant experience. Tounjian is on the advisory team at Advantage Retirement Group. During their career, the advisor has held roles at National Benefit Corp D/B/A Advantage Retirement Group, A&T Strategic Marketing Inc, A & T Strategic Leasing, LLC, Tounjian Advisory Group, LLC Dba Advantage Retirement Group, Sic Property Management LLC and Sti Property Management LLC. Tounjian has a Series 63 license, certifying them as a securities broker, and is registered to serve investors in Florida and Texas. Advantage Retirement Group is a business that has its headquarters in Fort Myers, FL. It has a total of six financial advisors. It controls $325 million in assets under management between its 1,324 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,324 accounts, just 7% are held by high-net-worth investors who have more than $1 million in assets. Advantage Retirement Group has a few services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually depend on the financial services offered. However, fee types charged by Advantage Retirement Group may include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advantage Retirement Group Brokerage Details
$324,701,617
6
1,324
$245,243
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Alfred Tounjian Work History
Alfred has been registered as a financial advisor for 13 years.*
A & T Strategic Leasing, LLC
A&T Strategic Marketing Inc
Sti Property Management LLC
Tounjian Advisory Group, LLC Dba Advantage Retirement Group
National Benefit Corp D/B/A Advantage Retirement Group
Sic Property Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alfred Tounjian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advantage Retirement Group
Fort Myers, FL
Fort Myers, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
