Paul
Shepherd
Tlg Advisors, Inc
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About this Advisor
Paul Shepherd is a financial advisor working in Cleveland, Ohio with a total of 5 years of industry experience. Shepherd is an employee of Tlg Advisors, Inc. The advisor has gained experience at First Allied Securities, Sii Investments, Inc, Bishop Financial Advisors, The Leaders Group, Inc and J L Thomas & Company, Inc. Shepherd has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. Tlg Advisors, Inc is a registered investment firm based out of Littleton, CO. It has offices in 96 locations and a total of 264 employees. It administers $2 billion in total assets among its 7,160 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 7,160 client accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets available to invest. Tlg Advisors, Inc has 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 usually are based on which services the firm provides the client. Fees billed by Tlg Advisors, Inc may 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 Shepherd Work History
Paul has been registered as a financial advisor for 5 years.*
The Leaders Group, Inc
J L Thomas & Company, Inc
First Allied Securities
Sii Investments, Inc
Bishop Financial Advisors
*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 Shepherd 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
Detroit, MI
Spring, TX
Minneapolis, MN
Owings Mills, MD
Cleveland, OH
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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