Julia
Lin
Tlg Advisors, Inc
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About this Advisor
Julia Lin is a financial advisor operating in Sunnyvale, California with 4 years of relevant experience. Lin is on the advisory team at Tlg Advisors, Inc. Over the course of their career, they have held roles at The Leaders Group, Inc, New York Life Insurance Company, Nylife Securities, Inc and First Heartland Capital, Inc. Lin holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Tlg Advisors, Inc is an advisory business based out of Littleton, CO. It has offices in 96 locations and a total of 264 advisors. It oversees $2 billion in assets under management among 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% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm has a wide set 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 for financial advice depend on which services the firm provides the client. However, fees charged by Tlg Advisors, Inc likely are comprised of 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
Julia Lin Work History
Julia has been registered as a financial advisor for 4 years.*
The Leaders Group, Inc
First Heartland Capital, Inc
New York Life Insurance Company
Nylife Securities, 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 Julia Lin 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
Atlanta, GA
Littleton, CO
Littleton, CO
Encino, CA
Cleveland, OH
Owings Mills, MD
Minneapolis, MN
Littleton, CO
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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