Bruce
Martin
Tlg Advisors, Inc
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About this Advisor
Bruce Martin is a certified financial planner working out of Collierville, Tennessee. Martin currently works for Tlg Advisors, Inc. The advisor has gained experience at Ubs Financial Services Inc, Lpl Financial LLC, Advantage Investment Management LLC, Mas Advisors, LLC and Tlg Advisors Inc. Martin has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Tennessee. Tlg Advisors, Inc is a financial advisory company operating out of Littleton, CO. The company has offices in 96 locations and a total of 264 financial advisors. It has $2 billion in assets between its 7,160 client accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 7,160 client accounts, just 3% are associated with high-net-worth clients who have more than $1 million in assets. Tlg Advisors, Inc performs a number 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 management fees largely vary depending on which services are offered. Fee types charged by Tlg Advisors, Inc can be comprised of any blend of 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
Bruce Martin Work History
Bruce has been registered as a financial advisor for 0 years.*
Tlg Advisors Inc
Mas Advisors, LLC
Lpl Financial LLC
Advantage Investment Management LLC
Ubs Financial Services Inc
*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 Bruce Martin 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
Spring, TX
Encino, CA
Littleton, CO
Detroit, MI
Minneapolis, MN
Owings Mills, MD
Cleveland, OH
Pittsburgh, PA
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.
