William
Jenkins
Tcfg Investment Advisors, LLC
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About this Advisor
William Jenkins is a financial advisor operating in Laguna Niguel, California who has 6 years of relevant experience. Jenkins is on the advisory team at Tcfg Investment Advisors, LLC. Throughout their career, Jenkins has worked at Foothill Securities, Inc, Crestar, Securities America, Inc, Securities America Advisors, Inc, Tcfg Wealth Management, LLC and Tcfg Investment Advisors, LLC. Jenkins holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to operate in California, Colorado, North Carolina, Oklahoma, Oregon, Pennsylvania and Texas. Tcfg Investment Advisors, LLC is a firm that has its headquarters in Laguna Niguel, CA. The company has offices in 25 locations and a total of 33 financial advisors. It has $451 million in assets under management between its 2,294 accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 2,294 accounts, just 5% are held by high-net-worth clients who have more than $1 million in assets available to invest. Tcfg Investment Advisors, LLC provides a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules typically depend on the type of financial services. However, fee types charged by Tcfg Investment Advisors, LLC can be comprised 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
William Jenkins Work History
William has been registered as a financial advisor for 6 years.*
Tcfg Wealth Management, LLC
Tcfg Investment Advisors, LLC
Crestar
Securities America, Inc
Securities America Advisors, Inc
Foothill 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 William Jenkins 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
Basalt, CO
Round Hill, VA
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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