Tlg Advisors, Inc
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About this Advisor
Harold Cromwell is a financial advisor located in Austin, Texas. Currently an advisor at Tlg Advisors, Inc, Cromwell has 14 years of professional experience. Cromwell has a Series 63 license, designating the advisor as a securities broker. Cromwell is able to operate in Texas. During their career, the advisor has held roles at Usi/Summit Global Partners, Usi Securities, Inc, Principal Life Ins Co, Princor Financial Services Corp, Watkins Insurance Group, Capital Investment Group, Inc and The Leaders Group Inc. Tlg Advisors, Inc is located in Austin, Texas, and has 34 additional offices in the United States. As a company, Tlg Advisors, Inc manages $381 million in assets throughout 1,948 accounts and retains more than 120 people. The level of assets currently under the firm's management makes it one of the bigger firms in the nation. The firm manages 1,115 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 1,948 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Tlg Advisors, Inc offers 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. The firm may charge clients asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Tlg Advisors, Inc Brokerage Details
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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
Harold Cromwell Work History
Harold has 14 years of experience.
The Leaders Group Inc
Watkins Insurance Group
Capital Investment Group, Inc
Principal Life Ins Co
Princor Financial Services Corp
Usi Securities, Inc
Usi/Summit Global Partners
Harold Cromwell has no disclosures.
Please visit their SEC profile for more details.