Joel
Melchior
Tlg Advisors, Inc
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About this Advisor
Joel Melchior is a financial advisor based in Louisville, Kentucky, working with Tlg Advisors, Inc. Joel has previously held positions at Jackson R2, Southeast Music Academy, Student, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Planmember Securities Corporation, Forrest T. Jones & Co. Inc Dba Ftj Retirement Advisors, Fidelity Security Life Insurance Company, Joel Melchior (Self Employed), Dpl, and The Leaders Group Inc. Joel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kentucky. Currently, Joel is part of Tlg Advisors, Inc, which operates out of Louisville, Kentucky. 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
Joel Melchior Work History
Dpl
The Leaders Group Inc
Planmember Securities Corporation
Forrest T. Jones & Co. Inc Dba Ftj Retirement Advisors
Fidelity Security Life Insurance Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Joel Melchior (Self Employed)
Jackson R2
Southeast Music Academy
Student
Disclosures
Please visit the SEC profile of Joel Melchior 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
Littleton, CO
Jackson, MS
Pittsburgh, PA
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Littleton, CO
Littleton, CO
Miami Beach, FL
Littleton, CO
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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