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Alfred Michael Tounjian

Investment adviser representative at Advantage Wealth Partners
41 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$675.5MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

41 years in the industry.

  1. Advantage Wealth PartnersFeb 2024 to now
  2. Tounjian Advisory Partners, LLC dba Advantage Retirement GroupFeb 2024 to now
  3. National Benefit Legacy dba Advantage Retirement GroupJan 2024 to now
  4. A & T Strategic Leasing, LLCSep 2021 to now
  5. A&t Strategic Marketing IncDec 2018 to now
  6. Sti Property Management LLCFeb 2014 to now
  7. Self-employedJan 1983 to now
  8. Tounjian Advisory Group, LLC dba Advantage Retirement GroupOct 2010 to Feb 2024
  9. Sic Property Management LLCDec 2001 to Oct 2019
  10. National Benefit Corp d/b/a Advantage Retirement GroupJan 1991 to Jan 2024

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Advantage Wealth Partners

Legal name: Tounjian Advisory Partners LLC

$675.5MAssets managed
583Clients
5Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3048792
Firm CRD
329635
Advisor's SEC record (opens in a new tab)
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