Chong
Shim
Tlg Advisors, Inc
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About this Advisor
Chong Shim is a financial advisor based in Los Angeles, California, working with Tlg Advisors, Inc. Chong has previously held positions at Axa Advisors, LLC, Prudential Insurance Company Of America, Pruco Securites, LLC, Emp Financial Network, Inc, Ameritas Life Insurance Corp, Ameritas Advisory Services, LLC, Senior Health Care, The Leaders Group Inc, Ameritas Investment Company, LLC, New York Life Insurance Company, and Nylife Securities LLC. Chong has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Chong is part of Tlg Advisors, Inc, which operates out of Los Angeles, California. The firm has 96 offices and 264 employees. The firm manages assets totaling $1.7 billion 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Tlg Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tlg Advisors, Inc Brokerage Details
$1,661,324,827
264
5,935
$279,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Chong Shim Work History
The Leaders Group Inc
Emp Financial Network, Inc
Ameritas Life Insurance Corp
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Senior Health Care
Prudential Insurance Company Of America
Pruco Securites, LLC
New York Life Insurance Company
Nylife Securities LLC
Axa Advisors, LLC
Disclosures
Please visit the SEC profile of Chong Shim 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
Leawood, KS
Littleton, CO
Jackson, MS
Atlanta, GA
Littleton, CO
Littleton, CO
Miami Beach, FL
New Orleans, LA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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