Julia
Lin
Tlg Advisors, Inc
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About this Advisor
Julia Lin is a financial advisor based in Sunnyvale, California, working with Tlg Advisors, Inc. Julia has previously held positions at The Leaders Group, Inc, First Heartland Capital, Inc, New York Life Insurance Company, and Nylife Securities, Inc. Julia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Julia is part of Tlg Advisors, Inc, which operates out of Sunnyvale, 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
Julia Lin Work History
The Leaders Group, Inc
First Heartland Capital, Inc
New York Life Insurance Company
Nylife Securities, Inc
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
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Miami Beach, FL
Littleton, CO
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