Tlg Advisors, Inc
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About this Advisor
Daniel Barajas is a financial advisor who works in Littleton, Colorado who has 2 years of industry experience. Barajas is currently employed by Tlg Advisors, Inc. Their career trajectory has included roles at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Vip Insurance (Benefit Bank Distributors), The Leaders Group, Inc, Steve Lescher & Associates and Quest Capital Strategies, Inc. Barajas holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Tlg Advisors, Inc is a registered investment firm operating out of Littleton, CO. It has offices in 96 locations and a total of 264 advisors. It manages $2 billion in assets under management across its 7,160 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 7,160 customer accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Tlg Advisors, Inc performs a broad 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 charged by financial advisors typically vary depending on which service is provided. However, fees charged by Tlg Advisors, Inc most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Tlg Advisors, Inc Brokerage Details
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
Daniel Barajas Work History
Daniel has been registered as a financial advisor for 2 years.*
The Leaders Group, Inc
Vip Insurance (Benefit Bank Distributors)
The Leaders Group, Inc
Quest Capital Strategies, Inc
Steve Lescher & Associates
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
*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.
Please visit the SEC profile of Daniel Barajas 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
Owings Mills, MD
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