Maegan
Villarreal

Tcg Advisors, LLC A Hub International Company

CRD#7769116
Investment Advisor
in Austin, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Maegan Villarreal is a financial advisor based in Austin, Texas, working with Tcg Advisors, LLC A Hub International Company. Maegan has previously held positions at Tcg Advisors, LLC A Hub International Company, Hub International, Tcg Advisors, Lp, Concordia University, Blinn College, and Texas A&M University. Maegan has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Maegan is part of Tcg Advisors, LLC A Hub International Company, which operates out of Austin, Texas. The firm has 26 offices and 50 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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, and educational seminars. The fee structure at Tcg Advisors, LLC A Hub International Company includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

900 S. Capital Of Tx Highway Suite 350
Austin, TX 78746

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Tcg Advisors, LLC A Hub International Company Brokerage Details

Total Assets Under Management

$7,320,554,466

TX Average: $3,042,739,679
Total Number of Employees

50

TX Average: 49
Total Number of Accounts

2,202

TX Average: 2,315
Average Account Size

$3,324,502

TX Average: $1,314,358

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

Maegan Villarreal Work History

2021 - Present (3 years)

Tcg Advisors, LLC A Hub International Company

2021 - Present (3 years)

Hub International

2020 - 2021 (1 year)

Tcg Advisors, LLC A Hub International Company

2017 - 2020 (3 years)

Tcg Advisors, Lp

2017 - 2021 (4 years)

Concordia University

2015 - 2017 (2 years)

Blinn College

2015 - 2017 (2 years)

Texas A&M University

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Maegan Villarreal 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 Tcg Advisors, LLC A Hub International Company

Cristhian Gonzales
Austin, TX
Ryan Canales
San Antonio, TX
Garrett Adams
Austin, TX
Dennis Bielik
Austin, TX
Alexander Garcia
Austin, TX
John Sturgis
Austin, TX
George Feid
Sharon, MA
Jensen Lorea
Bethesda, MD

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started