Paul
Stevenson
Tlg Advisors, Inc
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About this Advisor
Paul Stevenson is a financial advisor working out of North Hampton, New Hampshire with 15 years of relevant experience. Stevenson is currently employed by Tlg Advisors, Inc. During their career, the advisor has held roles at Fidelity Mutual, Smith Companies, Tower Square Securities and The Leaders Group, Inc. Stevenson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in New Hampshire. Tlg Advisors, Inc is a financial advisory business based in Littleton, CO. The company has offices in 96 locations and a total of 264 advisors. It has $2 billion in assets between its 7,160 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 7,160 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets available to invest. The business performs a broad set 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. A financial advisor's fee schedules vary depending on which service is provided. 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
Paul Stevenson Work History
Paul has been registered as a financial advisor for 15 years.*
The Leaders Group, Inc
Tower Square Securities
Smith Companies
Fidelity Mutual
*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 Paul Stevenson 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
Littleton, CO
Littleton, CO
Pittsburgh, PA
Littleton, CO
Littleton, CO
Spring, TX
Atlanta, GA
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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