Andrew
Mcfarland
Tlg Advisors, Inc
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About this Advisor
Andrew Mcfarland is a financial advisor working out of Dana Point, California. Mcfarland works at Tlg Advisors, Inc. Mcfarland has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, P.J. Robb Variable Corp, Crump Life Insurance Services, First Republic Securities Company, LLC, First Republic Investment Management, Inc, The Leaders Group Inc and Bka. Mcfarland maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Tlg Advisors, Inc is an advisory business operating out of Littleton, CO. The firm has offices in 96 locations and a total of 264 financial advisors. It administers $2 billion in total assets across its 7,160 customer accounts, placing it among the biggest firms in the United States by assets under management. Of its 7,160 client accounts, just 3% belong to high-net-worth clients who have at least $1 million in investable assets. Tlg Advisors, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely depend on which service is offered. However, fee types charged by Tlg Advisors, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tlg Advisors, Inc Brokerage Details
$1,620,548,890
264
7,160
$226,334
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
- Other
Andrew Mcfarland Work History
Andrew has been registered as a financial advisor for 0 years.*
The Leaders Group Inc
Bka
P.J. Robb Variable Corp
Crump Life Insurance Services
First Republic Securities Company, LLC
First Republic Investment Management, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Andrew Mcfarland 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 Tlg Advisors, Inc
Littleton, CO
Littleton, CO
Littleton, CO
Littleton, CO
Encino, CA
Owings Mills, MD
Cleveland, OH
Pittsburgh, PA
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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