Robert
Sheppard
Tlg Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Robert Sheppard is a financial advisor based in Summit, New Jersey, working with Tlg Advisors, Inc. Robert has previously worked at Primerica Financial Services, Pfs Investments Inc, Bbva, Private Financial Solutions, Freedom Warranty Company, Msi Financial Group LLC, Msi Insurance LLC, Ameritas Investment Co, Ameritas Life Ins Co, Primerica, Mt Juliet Cdjr, Ameritas Investment Company, LLC, Ameritas Life Insurance Company, Stan Mcnabb Chrysler Dodge Jeep Ram, Ameritas Advisory Services, LLC, Tony Bates Ford, and The Leaders Group Inc. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Robert is part of Tlg Advisors, Inc, which operates out of Summit, New Jersey. The firm has 107 offices and 280 employees. The firm manages assets totaling $1.9 billion and serves both charitable organizations and high-net-worth clients. 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, educational seminars, and other services. The fee structure at Tlg Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Tlg Advisors, Inc Brokerage Details
$1,948,103,893
280
6,331
$307,709
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
- Other
Robert Sheppard Work History
The Leaders Group Inc
Tony Bates Ford
Pfs Investments Inc
Ameritas Advisory Services, LLC
Mt Juliet Cdjr
Ameritas Investment Company, LLC
Ameritas Life Insurance Company
Stan Mcnabb Chrysler Dodge Jeep Ram
Pfs Investments Inc
Msi Financial Group LLC
Freedom Warranty Company
Msi Insurance LLC
Ameritas Investment Co
Ameritas Life Ins Co
Bbva
Primerica Financial Services
Primerica Financial Services
Primerica
Primerica Financial Services
Pfs Investments Inc
Private Financial Solutions
Msi Insurance LLC
Disclosures
Please visit the SEC profile of Robert Sheppard 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
Glendale, CA
Summit, NJ
Mercer Island, WA
Crystal Lake, IL
Littleton, CO
Summit, NJ
Pittsburgh, PA
Tampa, FL
The data in this profile was pulled by SmartAsset on 6/4/2025. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
