Ian
Tollefsen
Trust Advisory Group LTD
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About this Advisor
Ian Tollefsen is a financial advisor based in Nashua, New Hampshire, working with Trust Advisory Group LTD. Ian has previously held positions 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, Paramont Financial Group LLC, and Trust Advisory Group LTD. Ian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Hampshire. Currently, Ian is part of Trust Advisory Group LTD, which operates out of Nashua, New Hampshire. The firm has 40 offices and 43 employees. The firm manages assets totaling $560.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Trust Advisory Group LTD includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trust Advisory Group LTD Brokerage Details
$560,370,155
43
2,056
$272,554
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
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
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
Wilbraham, MA
Reading, MA
Haverhill, MA
Ronkonkoma, NY
Arlington, MA
South Yarmouth, MA
Chester, NJ
Reading, MA
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