Paul
Shepherd

Tlg Advisors, Inc

CRD#5068138
Investment Advisor
in Cleveland, OH

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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

Series 63, Series 65

Years Registered*

5 years

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

1500 Chester Avenue
Cleveland, OH 44114

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,620,548,890

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

264

OH Average: 28
Total Number of Accounts

7,160

OH Average: 1,101
Average Account Size

$226,334

OH 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

Paul Shepherd Work History

Paul has been registered as a financial advisor for 5 years.*

2016 - Present (8 years)

The Leaders Group, Inc

2016 - Present (8 years)

J L Thomas & Company, Inc

2013 - 2013 (< 1 year)

First Allied Securities

2013 - 2016 (3 years)

Sii Investments, Inc

2013 - 2016 (3 years)

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

Patrick Norton
Littleton, CO
Paul Shepherd
Cleveland, OH
Emma Wheeler
Spring, TX
Jackie Martin
Encino, CA
Philip Roberts
Minneapolis, MN
David Ginsberg
Owings Mills, MD
Jerry Adam
Littleton, CO
Margaret Barrett
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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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.

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