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).

By the Numbers
  • Total Assets Under Management
    540
    MILLION
  • Total Number of Accounts
    1,929
    ACCOUNTS
  • Average Account Value
    $280,013
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 30 top financial advisors.
1
Russell A. Andrews
CRD#: 1702479
28202 Cabot Rd, Suite 300, Laguna Niguel, CA 92677

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.

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 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.

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 36 years of experience in the finance industry.

4
Ben L. Ellerbe
CRD#: 4672967
O'fallon, MO

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.

5
Neil S. Gavande
CRD#: 4464545
Los Gatos, CA

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.

6
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 11 years of experience in the finance industry.

7
Michael S. Graeber
CRD#: 1325226
Round Hill, VA

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.

8
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 25 years of experience in the finance industry.

9
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 29 years of experience in the finance industry.

10
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 20 years of experience in the finance industry.

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