Margaret
Barrett

Tlg Advisors, Inc

CRD#6720011
Investment Advisor
in Littleton, CO

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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

Series 63, Series 65

Years Registered*

2 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

26 West Dry Creek Circle Suite 800
Littleton, CO 80120

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,620,548,890

CO Average: $2,349,664,866
Total Number of Employees

264

CO Average: 28
Total Number of Accounts

7,160

CO Average: 1,101
Average Account Size

$226,334

CO Average: $2,134,119

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
  • Other

Margaret Barrett Work History

Margaret has been registered as a financial advisor for 2 years.*

2021 - Present (2 years)

The Leaders Group Inc

2021 - Present (2 years)

Finfit Life

2013 - Present (10 years)

2Nd Life Consulting

2020 - 2021 (1 year)

Gohealth LLC

2019 - 2021 (2 years)

Aliera Healthcare

2018 - 2019 (1 year)

Medicare & Other Red Tape

2018 - 2020 (2 years)

Jeffrey Campbell Evans Foundations

2017 - 2018 (1 year)

Mullen Insurance Service

2017 - 2018 (1 year)

Southern Protective Group

2017 - 2018 (1 year)

Gordon Marketing Group

2017 - 2021 (4 years)

Debtmerica

2016 - 2021 (5 years)

Transamerica Financial Advisors, Inc

2016 - 2021 (5 years)

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.

Disclosures

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

Christopher Diodato
Pittsburgh, PA
David Ginsberg
Owings Mills, MD
Patrick Norton
Littleton, CO
James Tanksley
Atlanta, GA
Paul Shepherd
Cleveland, OH
Emma Wheeler
Spring, TX
Warren Mann
Littleton, CO
Travis Olszewski
Littleton, CO

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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