Tcfg Investment Advisors, LLC
Tcfg Investment Advisors, LLC (CRD# 166606) is a financial advisory firm headquartered in Laguna Niguel, CA. They manage $540,144,981 in 1,929 accounts and serve the financial needs of clients across 44 states (or territories).
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Total Assets Under Management540MILLION
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Total Number of Accounts1,929ACCOUNTS
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Average Account Value$280,013
- 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
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
Russell Andrews (CRD# 1702479) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 34 years of experience in the finance industry.
Terry Deever (CRD# 4215379) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Camarillo, CA and has over 16 years of experience in the finance industry. Terry Deever has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Don Dumas (CRD# 1458645) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 36 years of experience in the finance industry.
Ben Ellerbe (CRD# 4672967) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in O'fallon, MO and has over 14 years of experience in the finance industry.
Neil Gavande (CRD# 4464545) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Los Gatos, CA and has over 20 years of experience in the finance industry. Neil Gavande has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gregory Giles (CRD# 5081420) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Irvine, CA and has over 11 years of experience in the finance industry.
Michael Graeber (CRD# 1325226) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Round Hill, VA and has over 37 years of experience in the finance industry.
Michael Halla (CRD# 2738221) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Manitowoc, WI and has over 25 years of experience in the finance industry.
Sharon Herbst (CRD# 847172) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Spokane Valley, WA and has over 29 years of experience in the finance industry.
Steven Jaksch (CRD# 4405023) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 20 years of experience in the finance industry.