Timothy
Soules
Tcfg Investment Advisors, LLC
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About this Advisor
Timothy Soules is a financial advisor who works in Laguna Niguel, California with 4 years of relevant experience. Soules is an employee of Tcfg Investment Advisors, LLC. Over the course of their career, Soules has held roles at Edward Jones, Tcfg Wealth Management, LLC, Tcfg Investment Advisors, LLC and Tcfg Insurance Solutions, LLC. Soules maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to work in Colorado, Georgia, New Mexico and Texas. Tcfg Investment Advisors, LLC is a registered investment company based in Laguna Niguel, CA. It has offices in 25 locations and a total of 33 people on staff. It administers $451 million in total assets among its 2,294 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 2,294 accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely depend on which services the firm provides the client. Fees billed by Tcfg Investment Advisors, LLC most likely consist of some 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
Timothy Soules Work History
Timothy has been registered as a financial advisor for 4 years.*
Tcfg Wealth Management, LLC
Tcfg Investment Advisors, LLC
Tcfg Insurance Solutions, LLC
Edward Jones
*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 Timothy Soules 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
Camarillo, CA
Manitowoc, WI
La Habra, CA
Laguna Niguel, CA
Laguna Niguel, CA
Basalt, CO
Laguna Niguel, CA
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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