Rene
Patino
Tlg Advisors, Inc
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About this Advisor
Rene Patino is a financial advisor based in Littleton, Colorado, working with Tlg Advisors, Inc. Rene has previously held positions at The Prudential Insurance Company Of America, Prudential Annuities Distributors, Pruco Securities, LLC, Schoolsfirst Fcu, Lpl Financial LLC, Annuity Marketing Services, The Leaders Group Inc, and Cuna Brokerage Services Inc. Rene has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana. Currently, Rene is part of Tlg Advisors, Inc, which operates out of Littleton, Colorado. The firm has 96 offices and 264 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Tlg Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tlg Advisors, Inc Brokerage Details
$1,661,324,827
264
5,935
$279,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Rene Patino Work History
Annuity Marketing Services
The Leaders Group Inc
Lpl Financial LLC
Schoolsfirst Fcu
Cuna Brokerage Services Inc
Pruco Securities, LLC
The Prudential Insurance Company Of America
Prudential Annuities Distributors
Disclosures
Please visit the SEC profile of Rene Patino 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
New Orleans, LA
Kingwood, TX
Pittsburgh, PA
Atlanta, GA
Littleton, CO
Littleton, CO
Littleton, CO
Miami Beach, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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