Jerry RaineyCRD Number: 1317140
Current Firm: Tlg Advisors, Inc.
Jerry Rainey (CRD# 1317140) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Nashville, TN and has over 18 years of experience in the finance industry.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|Tlg Advisors Inc.||Littleton, CO||May 2004 - Current||13|
|The Leaders Group, Inc.||Nashville, TN||Jul 1999 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 2002|
Total Assets Under Management297MILLIONS
Total Number of Accounts1,370ACCOUNTS
Average Account Value$216,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SD, TN, TX, UT, VA, WA, WI