Tcfg Investment Advisors, LLC

Tcfg Investment Advisors, LLC (CRD# 166606) is a financial advisory firm headquartered in Laguna Niguel, CA. They manage $450,525,673 in 2,294 accounts and serve the financial needs of clients across 44 states (or territories).

By the Numbers
  • Total Assets Under Management
    451
    MILLION
  • Total Number of Accounts
    2,294
    ACCOUNTS
  • Average Account Value
    $196,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Tcfg Investment Advisors, LLC
Showing 1 - 10 of 20 top financial advisors.
1
Russell A. Andrews
CRD#: 1702479
310 Market Street, First Floor, Basalt, CO 81621

Russell Andrews (CRD# 1702479) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Basalt, CO and has over 36 years of experience in the finance industry.

2
Terry D. Deever
CRD#: 4215379
340 Rosewood Ave., Suite C, Camarillo, CA 93010

Terry Deever (CRD# 4215379) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Camarillo, CA and has over 18 years of experience in the finance industry.

3
Don M. Dumas
CRD#: 1458645
28202 Cabot Rd, Suite 300, Laguna Niguel, CA 92677

Don Dumas (CRD# 1458645) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 38 years of experience in the finance industry.

4
Gregory R. Giles
CRD#: 5081420
Irvine, CA

Gregory Giles (CRD# 5081420) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Irvine, CA and has over 13 years of experience in the finance industry.

5
Michael E. Halla
CRD#: 2738221
100 Maritime Dr, Ste 3-a, Manitowoc, WI 54220

Michael Halla (CRD# 2738221) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Manitowoc, WI and has over 27 years of experience in the finance industry.

6
Sharon L. Herbst
CRD#: 847172
Spokane Valley, WA

Sharon Herbst (CRD# 847172) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Spokane Valley, WA and has over 31 years of experience in the finance industry.

7
Steven E. Jaksch
CRD#: 4405023
28202 Cabot Rd, Suite 300, Laguna Niguel, CA 92677

Steven Jaksch (CRD# 4405023) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 22 years of experience in the finance industry.

8
William N. Jenkins
CRD#: 1949918
28202 Cabot Rd, Suite 300, Laguna Niguel, CA 92677

William Jenkins (CRD# 1949918) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 33 years of experience in the finance industry.

9
Jon A. Kerby
CRD#: 1325139
28202 Cabot Rd, Suite 300, Laguna Niguel, CA 92677

Jon Kerby (CRD# 1325139) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 30 years of experience in the finance industry.

10
William G. Knapp
CRD#: 3132850
23548 Calabasas Rd., Ste 107, Calabasas, CA 91302

William Knapp (CRD# 3132850) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Calabasas, CA and has over 25 years of experience in the finance industry.

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