Jensen
Lorea
Tcg Advisors, LLC A Hub International Company
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About this Advisor
Jensen Lorea is a financial advisor based in Bethesda, Maryland, working with Tcg Advisors, LLC A Hub International Company. Jensen has previously held positions at Tcg Advisors, LLC A Hub International Company, Afs Financial Group, LLC, Edinboro University, and Montgomery County Public Schools. Jensen is registered to provide services in Maryland and Texas. Currently, Jensen is part of Tcg Advisors, LLC A Hub International Company, which operates out of Bethesda, Maryland. The firm has 26 offices and 50 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and 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, and educational seminars. The fee structure at Tcg Advisors, LLC A Hub International Company includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tcg Advisors, LLC A Hub International Company Brokerage Details
$7,320,554,466
50
2,202
$3,324,502
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
Jensen Lorea Work History
Tcg Advisors, LLC A Hub International Company
Afs Financial Group, LLC
Montgomery County Public Schools
Afs Financial Group, LLC
Edinboro University
Disclosures
Please visit the SEC profile of Jensen Lorea 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 Tcg Advisors, LLC A Hub International Company
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Austin, TX
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Naples, FL
Austin, TX
Bethesda, MD
San Antonio, TX
Austin, TX
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