Ian Joseph Tollefsen is an investment adviser representative (IAR) with state registration records since 2003, appearing at 9 firms. Currently registered with CONSOLIDATED PORTFOLIO REVIEW CORP.
| Firm | From | To | Current |
|---|---|---|---|
| CONSOLIDATED PORTFOLIO REVIEW CORP | 2025-06-11 | present | Yes |
| TRUST ADVISORY GROUP LTD | 2021-07-28 | 2025-05-19 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-01-08 | 2016-05-02 | — |
| WORLD INVESTMENTS, LLC | 2014-09-16 | 2014-12-22 | — |
| NEW ENGLAND SECURITIES | 2008-09-19 | 2014-08-01 | — |
| WALNUT STREET SECURITIES, INC. | 2008-09-19 | 2012-02-24 | — |
| MSI FINANCIAL SERVICES, INC. | 2008-09-19 | 2014-08-01 | — |
| TOWER SQUARE SECURITIES, INC. | 2008-09-19 | 2012-02-24 | — |
| RBC CAPITAL MARKETS, LLC | 2003-09-18 | 2004-10-08 | — |