William
Buckner
Tlg Advisors, Inc
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About this Advisor
William Buckner is a financial advisor based in Indianapolis, Indiana, working with Tlg Advisors, Inc. William has previously held positions at Mack Financial Group, M Holdings Securities, Indiana Pacers, and Tlg Advisors, Inc. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, William is part of Tlg Advisors, Inc, which operates out of Indianapolis, Indiana. 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
William Buckner Work History
Tlg Advisors, Inc
Mack Financial Group
Indiana Pacers
M Holdings Securities
Disclosures
Please visit the SEC profile of William Buckner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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