Malcolm
Sessoms

Tlg Advisors, Inc

CRD#3198257
Investment Advisor
in Chapel Hill, NC

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About this Advisor

Malcolm Sessoms is a financial advisor operating in Chapel Hill, North Carolina with 1 year of relevant experience. Sessoms is currently employed by Tlg Advisors, Inc. Their career trajectory has included roles at Allstate Insurance, Massmutual Life Insurance Co, Seagroves Insurance, The Leaders Group Inc, Nationwide Insurance, Nationwide Securities Inc, Royal Alliance, Mml Investors Services LLC and Allstate Financial Advisors, LLC. Sessoms holds Series 63 and Series 66 licenses, designating them as a securities representative, and can work in North Carolina. Tlg Advisors, Inc is a firm operating out of Littleton, CO. The investment advisory business has offices in 96 locations and a total of 264 employees. It oversees $2 billion in assets under management between its 7,160 accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 7,160 accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company performs a number of services, including 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 for financial management typically vary depending on which services are provided. Fees billed by Tlg Advisors, Inc may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

1506 E Franklin Street, Suite 100
Chapel Hill, NC 27514

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,620,548,890

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

264

NC Average: 28
Total Number of Accounts

7,160

NC Average: 1,101
Average Account Size

$226,334

NC 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

Malcolm Sessoms Work History

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

2022 - Present (2 years)

The Leaders Group Inc

2019 - Present (5 years)

Seagroves Insurance

2021 - 2022 (1 year)

Massmutual Life Insurance Co

2021 - 2022 (1 year)

Mml Investors Services LLC

2019 - 2021 (2 years)

Royal Alliance

2018 - 2019 (1 year)

Allstate Insurance

2018 - 2019 (1 year)

Allstate Financial Advisors, LLC

2007 - 2018 (11 years)

Nationwide Securities Inc

2006 - 2018 (12 years)

Nationwide Insurance

*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 Malcolm Sessoms 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

Emma Wheeler
Spring, TX
James Tanksley
Atlanta, GA
Erik Oros
Littleton, CO
Patrick Norton
Littleton, CO
Jackie Martin
Encino, CA
David Ginsberg
Owings Mills, MD
Philip Roberts
Minneapolis, MN
Paul Shepherd
Cleveland, OH

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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