Tlg Advisors, Inc
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About this Advisor
David Patton is a financial advisor who works out of Littleton, Colorado with a total of 6 years of relevant experience. Patton currently works for Tlg Advisors, Inc. Throughout their career, Patton has worked at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Regal Investment Advisors, LLC, The Leaders Group Inc and Pacific Southwest Financial. Patton has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Tlg Advisors, Inc is a financial advisory business operating out of Littleton, CO. The company has offices in 96 locations and a total of 264 employees. It manages $2 billion in total assets across its 7,160 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 7,160 customer accounts, just 3% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm performs a number 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 depend on which services the firm provides the client. Fee types charged by Tlg Advisors, Inc most likely consist of some combination 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
David Patton Work History
David has been registered as a financial advisor for 6 years.*
Regal Investment Advisors, LLC
The Leaders Group Inc
Pacific Southwest Financial
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, 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.
Please visit the SEC profile of David Patton 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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