Ian
Tollefsen
Trust Advisory Group LTD
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About this Advisor
Ian Tollefsen is a certified financial planner working out of Nashua, New Hampshire with a total of 2 years of relevant experience. Tollefsen is an employee of Trust Advisory Group LTD. Tollefsen has gained experience at Metropolitan Life Insurance Company, New England Securities, Walnut Street Securities, Tower Square Securities, Tfs Securities, Inc, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Kulch Financial, Trust Advisory Group LTD and Paramont Financial Group LLC. Tollefsen maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in New Hampshire. Trust Advisory Group LTD is a financial advisory company operating out of Woburn, MA. The company has offices in 40 locations and a total of 43 advisors. It handles $500 million in total assets across its 2,077 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 2,077 accounts, just 3% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually vary depending on which services the firm provides the client. Fee types billed by Trust Advisory Group LTD may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trust Advisory Group LTD Brokerage Details
$499,698,033
43
2,077
$240,586
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Ian Tollefsen Work History
Ian has been registered as a financial advisor for 2 years.*
Trust Advisory Group LTD
Paramont Financial Group LLC
Kulch Financial
Tfs Securities, Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Metropolitan Life Insurance Company
New England Securities
Walnut Street Securities
Tower Square Securities
*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 Ian Tollefsen 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 Trust Advisory Group LTD
Ronkonkoma, NY
Woburn, MA
Wilbraham, MA
Arlington, MA
Morristown, NJ
Cos Cob, CT
South Yarmouth, MA
Woburn, MA
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.
