Fotios
Mitsos

Tlg Advisors, Inc

CRD#4171494
Investment Advisor
in Baton Rouge, LA

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About this Advisor

Fotios Mitsos is a financial advisor based in Baton Rouge, Louisiana, working with Tlg Advisors, Inc. Fotios has previously worked at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, The Leaders Group Inc, and Annuity Marketing Services. Fotios has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana. Fotios is currently with Tlg Advisors, Inc, which has 107 offices and 280 employees. The firm manages $1.9 billion in assets and serves both charitable organizations and 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. Tlg Advisors, Inc offers asset-based, hourly, and fixed fee structures.

Certifications and Registrations

Series 63, Series 65

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

1700 City Farm Drive, Suite B
Baton Rouge, LA 70806

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,948,103,893

LA Average: $10,121,009,343
Total Number of Employees

280

LA Average: 92
Total Number of Accounts

6,331

LA Average: 6,978
Average Account Size

$307,709

LA Average: $1,450,417

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

Fotios Mitsos Work History

2025 - Present (0 year)

The Leaders Group Inc

2024 - Present (1 year)

Annuity Marketing Services

2008 - 2024 (16 years)

Tiaa-Cref Individual & Institutional Services, LLC

2008 - 2024 (16 years)

Tiaa

Disclosures

Please visit the SEC profile of Fotios Mitsos 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
Matthew Kaas
Summit, NJ
Ashlee Vingle
Summit, NJ
Nathan Self
Summit, NJ
Esteban Tormen
Tampa, FL
James Tanksley
Atlanta, GA
Brandon Avergon
Framingham, MA
Jaquelyn Morbitzer
New York, NY

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