Gregory
Giles
Tcfg Investment Advisors, LLC
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About this Advisor
Gregory Giles is a financial advisor working in Irvine, California who has 7 years of industry experience. Giles is an advisor for Tcfg Investment Advisors, LLC. The advisor has gained experience at Crown Capital Securities, Lp, Tcfg Wealth Management, LLC and Tcfg Investment Advisors, LLC. Giles has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Arizona, California and Utah. Tcfg Investment Advisors, LLC is a registered investment company that has its headquarters in Laguna Niguel, CA. It has offices in 25 locations and a total of 33 advisors. It oversees $451 million in assets between its 2,294 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 2,294 customer accounts, just 5% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice largely depend on which services the firm provides the client. Fees charged by Tcfg Investment Advisors, LLC likely consist of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tcfg Investment Advisors, LLC Brokerage Details
$450,525,673
33
2,294
$196,393
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Gregory Giles Work History
Gregory has been registered as a financial advisor for 7 years.*
Tcfg Wealth Management, LLC
Tcfg Investment Advisors, LLC
Crown Capital Securities, Lp
*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 Gregory Giles 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 Tcfg Investment Advisors, LLC
Laguna Niguel, CA
Manitowoc, WI
Camarillo, CA
La Habra, CA
Laguna Niguel, CA
Laguna Niguel, CA
Laguna Niguel, CA
Round Hill, VA
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