Francis
Brown

Tlg Advisors, Inc

CRD#2245427
Investment Advisor
in Boston, MA
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About this Advisor

Francis Brown is a certified financial planner based out of Boston, Massachusetts, with a total of 17 years of professional experience. Brown is on the advisory team at Tlg Advisors, Inc. The advisor has gained experience at Lincoln Financial Distributors, The Leaders Group Inc and Smith Company. Brown holds a Series 63 license, designating them as a securities representative, and is approved to work in Connecticut. Tlg Advisors, Inc is a financial advisory firm that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 34 locations and a total of 120 advisors. It administers $381 million in assets among its 1,948 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. Tlg Advisors, Inc offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees typically vary depending on the type of services provided. Fee types charged by Tlg Advisors, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

225 Friend St Ste 600
Boston, MA 02114

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$404,682,715

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

130

MA Average: 28
Total Number of Accounts

1,397

MA Average: 1,101
Average Account Size

$289,680

MA Average: $2,134,119

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Francis Brown Work History

Francis has 17 years of experience.

2016 - Present (3 years)

The Leaders Group Inc

2011 - Present (8 years)

Smith Company

2011 - 2015 (4 years)

The Leaders Group Inc

2001 - 2011 (10 years)

Lincoln Financial Distributors

Disclosures

Francis Brown has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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