James
Connell
Tlg Advisors, Inc
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About this Advisor
James Connell is a financial advisor based in Camillus, New York, working with Tlg Advisors, Inc. James has previously held positions at James V Connell Associates and The Leaders Group, Inc. James has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, James is part of Tlg Advisors, Inc, which operates out of Camillus, New York. The firm has 96 offices and 264 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including high-net-worth individuals. 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
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Tlg Advisors, Inc Brokerage Details
$1,661,324,827
264
5,935
$279,920
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
James Connell Work History
The Leaders Group, Inc
James V Connell Associates
Disclosures
Please visit the SEC profile of James Connell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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