Tlg Advisors, Inc
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About this Advisor
Margaret Barrett is a financial advisor working in Littleton, Colorado with a total of 2 years of relevant experience. Barrett is an employee of Tlg Advisors, Inc. During their career, Barrett has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, 2Nd Life Consulting, Mullen Insurance Service, Southern Protective Group, Gordon Marketing Group, Medicare & Other Red Tape, Jeffrey Campbell Evans Foundations, Aliera Healthcare, Gohealth LLC, Debtmerica, The Leaders Group Inc and Finfit Life. Barrett has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia. Tlg Advisors, Inc is a financial advisory company that has its headquarters in Littleton, CO. The company has offices in 96 locations and a total of 264 people on staff. It oversees $2 billion in total assets among its 7,160 accounts, placing it among the largest firms in the nation by assets under management. Of its 7,160 customer accounts, just 3% are associated with high-net-worth investors who have at least $1 million in investable assets. Tlg Advisors, Inc has a diverse set of services, including 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. Financial advisory fees usually depend on the type of services offered. However, fee types billed by Tlg Advisors, Inc can include 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
Margaret Barrett Work History
Margaret has been registered as a financial advisor for 2 years.*
The Leaders Group Inc
2Nd Life Consulting
Medicare & Other Red Tape
Jeffrey Campbell Evans Foundations
Mullen Insurance Service
Southern Protective Group
Gordon Marketing Group
Transamerica Financial Advisors, Inc
World Financial Group, 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 Margaret Barrett 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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