Jackie
Martin

Tlg Advisors, Inc

CRD#4682033
Investment Advisor
in Encino, CA

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About this Advisor

Jackie Martin is a financial advisor working in Encino, California with 1 year of relevant experience. Martin is an advisor for Tlg Advisors, Inc. During their career, Martin has held roles at Fifth Third Securities, Lpl Financial LLC, Fifth Third Bank, The Leaders Group, Inc and Midwood Financial. Martin holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Indiana. Tlg Advisors, Inc is a firm that has its headquarters in Littleton, CO. The investment advisory business has offices in 96 locations and a total of 264 advisors. It handles $2 billion in assets among its 7,160 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 7,160 customer accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets. Tlg Advisors, Inc has 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 vary depending on which services are provided. Fees charged by Tlg Advisors, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

16133 Ventura Blvd, Suite 700
Encino, CA 91436

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,620,548,890

CA Average: $2,349,664,866
Total Number of Employees

264

CA Average: 28
Total Number of Accounts

7,160

CA Average: 1,101
Average Account Size

$226,334

CA Average: $2,134,119

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

Jackie Martin Work History

Jackie has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

The Leaders Group, Inc

2022 - Present (2 years)

Midwood Financial

2019 - 2022 (3 years)

Fifth Third Bank

2019 - 2022 (3 years)

Fifth Third Securities

2018 - 2019 (1 year)

Lpl Financial LLC

2013 - 2018 (5 years)

Fifth Third Securities

*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 Jackie Martin 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

James Tanksley
Atlanta, GA
Travis Olszewski
Littleton, CO
Erik Oros
Littleton, CO
Warren Mann
Littleton, CO
Philip Roberts
Minneapolis, MN
David Ginsberg
Owings Mills, MD
Paul Shepherd
Cleveland, OH
Christopher Diodato
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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