Larry
Partida

Tlg Advisors, Inc

CRD#5343209
Investment Advisor
in Kapolei, HI

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About this Advisor

Larry Partida is a financial advisor based in Kapolei, Hawaii, working with Tlg Advisors, Inc. Larry has previously held positions at Nylife Securities LLC, New York Life Insurance Company, Leak Master Roofing Inc, Hawaii Army National Guard, Independent Insurance Agent, and The Leaders Group Inc. Larry has passed the Series 63 regulatory exam and is registered to provide services in Hawaii. Currently, Larry is part of Tlg Advisors, Inc, which operates out of Kapolei, Hawaii. The firm has 96 offices and 264 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including high-net-worth individuals. 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

Series 63, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Kapolei, HI

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,661,324,827

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

264

HI Average: 28
Total Number of Accounts

5,935

HI Average: 1,101
Average Account Size

$279,920

HI Average: $2,134,119

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

Larry Partida Work History

2023 - Present (2 years)

The Leaders Group Inc

2019 - Present (6 years)

Independent Insurance Agent

2011 - Present (14 years)

Hawaii Army National Guard

2015 - 2023 (8 years)

Nylife Securities LLC

2015 - 2023 (8 years)

New York Life Insurance Company

2013 - 2014 (1 year)

Leak Master Roofing Inc

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Disclosures

Please visit the SEC profile of Larry Partida 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
Jessica Titus
Elmira, NY
Lynn Jacobowski
Littleton, CO
James Tanksley
Atlanta, GA
Richard Gatesman
Littleton, CO
Donald Baran
Littleton, CO
Paul Neri
Littleton, CO
Douglas Gerrard
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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