Jeffrey
Orlando
Tlg Advisors, Inc
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About this Advisor
Jeffrey Orlando is a financial advisor operating out of Bozeman, Montana with a total of 1 year of relevant experience. Orlando works at Tlg Advisors, Inc. Throughout their career, Orlando has worked at Homemaking, Independent Contractor, Alpha Solutions Management, Edward Jones, My Gym Children'S Fitness Center, Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co, Wealthvest, The Leaders Group Inc, Navigon Fnancial, Hatteras Funds, LLC and Hatteras Capital Distributors, LLC. Orlando maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and can work in Montana. Tlg Advisors, Inc is a business operating out of Littleton, CO. The company has offices in 96 locations and a total of 264 financial advisors. It has $2 billion in total assets among its 7,160 customer accounts, making it one of the biggest firms in the United States by assets under management. Of its 7,160 accounts, just 3% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business provides a diverse 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. Fees charged by financial advisors largely depend on which service is offered. Fees billed by Tlg Advisors, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tlg Advisors, Inc Brokerage Details
$1,620,548,890
264
7,160
$226,334
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
Jeffrey Orlando Work History
Jeffrey has been registered as a financial advisor for 1 years.*
The Leaders Group Inc
Wealthvest
Hornor Townsend & Kent Inc
Penn Mutual Life Ins Co
Navigon Fnancial
My Gym Children'S Fitness Center
Hatteras Funds, LLC
Hatteras Capital Distributors, LLC
Alpha Solutions Management
Edward Jones
Independent Contractor
Homemaking
*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 Jeffrey Orlando 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
Encino, CA
Littleton, CO
Spring, TX
Littleton, CO
Atlanta, GA
Owings Mills, MD
Minneapolis, MN
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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