Tlg Advisors, Inc

Investment Advisor
in Atlanta, GA

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About this Advisor

James Tanksley is a financial advisor working in Atlanta, Georgia. Tanksley works at Tlg Advisors, Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Nicepak, Arkansas Glass Container Corporation, John 3:16 Ministries, Warriors Contracting, Kinney'S Plumbing, The Leaders Group Inc, Tarkenton Financial, Wagner General Contractors and American Advisors Group. Tanksley holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia. Tlg Advisors, Inc is an advisory firm operating out of Littleton, CO. The firm has offices in 96 locations and a total of 264 employees. It administers $2 billion in total assets among its 7,160 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 7,160 client accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm performs a number 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 which services the firm provides the client. Fees billed by Tlg Advisors, Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

3340 Peachtree Road Ne, Suite 2300
Atlanta, GA 30326

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management


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


GA Average: 28
Total Number of Accounts


GA Average: 1,101
Average Account Size


GA 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

James Tanksley Work History

James has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

The Leaders Group Inc

2022 - Present (2 years)

Tarkenton Financial

2019 - 2022 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2022 (3 years)

Bank Of America, N.A

2017 - 2017 (< 1 year)


2017 - 2019 (2 years)

American Advisors Group

2016 - 2017 (1 year)

Arkansas Glass Container Corporation

2015 - 2016 (1 year)

John 3:16 Ministries

2015 - 2015 (< 1 year)

Wagner General Contractors

2014 - 2015 (1 year)

Warriors Contracting

2013 - 2014 (1 year)

Kinney'S Plumbing

*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 James Tanksley 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

Jackie Martin
Encino, CA
James Tanksley
Atlanta, GA
Kyle Ciotti
Detroit, MI
Emma Wheeler
Spring, TX
Christopher Diodato
Pittsburgh, PA
David Ginsberg
Owings Mills, MD
Erik Oros
Littleton, CO
Patrick Norton
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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