James
Murphy

Tlg Advisors, Inc

CRD#1011819
Investment Advisor
in Nashville, TN

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About this Advisor

James Murphy is a financial advisor based in Nashville, Tennessee, working with Tlg Advisors, Inc. James has previously held positions at Horizon Insurance Group LLC, The Leaders Group Inc, Securities Management & Research, Inc, and American National Ins Co. James has passed the Series 63 regulatory exam and is registered to provide services in Tennessee. Currently, James is part of Tlg Advisors, Inc, which operates out of Nashville, Tennessee. The firm has 96 offices and 264 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Tlg Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

109 Donelson Pike
Nashville, TN 37214

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,661,324,827

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

264

TN Average: 28
Total Number of Accounts

5,935

TN Average: 1,101
Average Account Size

$279,920

TN Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

James Murphy Work History

2022 - Present (2 years)

The Leaders Group Inc

2011 - Present (13 years)

Horizon Insurance Group LLC

1981 - 2022 (41 years)

Securities Management & Research, Inc

1979 - 2022 (43 years)

American National Ins Co

Disclosures

Please visit the SEC profile of James Murphy 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

Matthew Kaas
Littleton, CO
Nathaniel Siegel
Littleton, CO
Stefan Cherneski
Littleton, CO
James Tanksley
Atlanta, GA
Paul Neri
Littleton, CO
Donald Baran
Littleton, CO
Weldon Doe
Jackson, MS
Andrew Mitchell
Leawood, KS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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