Stephen
Javaras

Tlg Advisors, Inc

CRD#6587622
Investment Advisor
in Leominster, MA

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About this Advisor

Stephen Javaras is a financial advisor operating in Leominster, Massachusetts who has 1 year of industry experience. Javaras is an employee of Tlg Advisors, Inc. Throughout their career, Javaras has worked at Bhr Life And Group Insurance Agency Inc, Higher Pictures LLC and Lincoln Financial Securities Corporation. Javaras maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Tlg Advisors, Inc is a registered investment business operating out of Littleton, CO. The investment advisory business has offices in 96 locations and a total of 264 financial advisors. It oversees $2 billion in total assets among its 7,160 client accounts, placing it among the largest firms in the nation by assets under management. Of its 7,160 customer accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides a wide array 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. Fees for financial management typically vary depending on which services the firm provides the client. However, fees billed by Tlg Advisors, Inc most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Office Location

10 Monument Square, Suite 201
Leominster, MA 01453

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,620,548,890

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

264

MA Average: 28
Total Number of Accounts

7,160

MA Average: 1,101
Average Account Size

$226,334

MA Average: $2,134,119

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

Stephen Javaras Work History

Stephen has been registered as a financial advisor for 1 years.*

2014 - Present (10 years)

Bhr Life And Group Insurance Agency Inc

2017 - 2022 (5 years)

Lincoln Financial Securities Corporation

2015 - 2017 (2 years)

Lincoln Financial Securities Corporation

2013 - 2014 (1 year)

Higher Pictures LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stephen Javaras 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

Jackie Martin
Encino, CA
Kevyn Bowling
Littleton, CO
Kyle Ciotti
Detroit, MI
Warren Mann
Littleton, CO
James Tanksley
Atlanta, GA
David Ginsberg
Owings Mills, MD
Paul Shepherd
Cleveland, OH
Patrick Norton
Littleton, CO

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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