James
Connell

Tlg Advisors, Inc

CRD#2242321
Investment Advisor
in Camillus, NY

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About this Advisor

James Connell is a financial advisor operating in Camillus, New York who has 1 year of relevant experience. Connell is an advisor for Tlg Advisors, Inc. Connell has gained experience at James V Connell Associates, Principal Mutual Life Ins Co, Princor Financial Services Corporation and The Leaders Group, Inc. Connell holds a Series 63 license, designating them as a securities broker, and is registered to advise clients in New York. Tlg Advisors, Inc is a registered investment business headquartered in Littleton, CO. The company has offices in 96 locations and a total of 264 employees. It controls $2 billion in assets between its 7,160 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 7,160 customer accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Tlg Advisors, Inc offers a diverse 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. Financial advisory fees usually are based on which services the firm provides the client. Fees charged by Tlg Advisors, Inc likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

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

5105 Genesee Street
Camillus, NY 13031

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,620,548,890

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

264

NY Average: 28
Total Number of Accounts

7,160

NY Average: 1,101
Average Account Size

$226,334

NY 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

James Connell Work History

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

2014 - Present (10 years)

The Leaders Group, Inc

2011 - Present (13 years)

James V Connell Associates

1992 - 2013 (21 years)

Princor Financial Services Corporation

1991 - 2013 (22 years)

Principal Mutual Life Ins Co

*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 James Connell 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
James Tanksley
Atlanta, GA
Emma Wheeler
Spring, TX
Margaret Barrett
Littleton, CO
Christopher Diodato
Pittsburgh, PA
David Ginsberg
Owings Mills, MD
Erik Oros
Littleton, CO
Kyle Ciotti
Detroit, MI

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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