Tcfg Investment Advisors, LLC

Tcfg Investment Advisors, LLC (CRD# 166606) is a financial advisory firm headquartered in Laguna Niguel, CA. They manage $158,015,351 in 708 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • Total Number of Accounts
    708
    ACCOUNTS
  • Average Account Value
    $223,186
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.

CA, NJ, NV, OH, WA, WI

Financial Advisors at Tcfg Investment Advisors, LLC
Showing 1 - 10 of 22 top financial advisors.
1
Terry D. Deever
CRD#: 4215379
340 Rosewood Ave., Suite C, Camarillo, CA 93010
96
Wealthminder
score

Terry Deever (CRD# 4215379) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Camarillo, CA and has over 12 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.

2
Jon A. Kerby
CRD#: 1325139
28202 Cabot Rd, Suite 300, Laguna Niguel, CA 92677
96
Wealthminder
score

Jon Kerby (CRD# 1325139) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 24 years of experience in the finance industry. Jon Kerby 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
Paul J. Toohey
CRD#: 448088
28202 Cabot Rd, Suite 300, Laguna Niguel, CA 92677
96
Wealthminder
score

Paul Toohey (CRD# 448088) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 21 years of experience in the finance industry. Paul Toohey 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.

4
Gregory R. Giles
CRD#: 5081420
Irvine, CA
93
Wealthminder
score

Gregory Giles (CRD# 5081420) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Irvine, CA and has over 7 years of experience in the finance industry.

5
William G. Knapp
CRD#: 3132850
23548 Calabasas Rd., Ste 107, Calabasas, CA 91302
93
Wealthminder
score

William Knapp (CRD# 3132850) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Calabasas, CA and has over 19 years of experience in the finance industry.

6
Randall J. Montoya
CRD#: 3130688
Las Vegas, NV
93
Wealthminder
score

Randall Montoya (CRD# 3130688) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Las Vegas, NV and has over 18 years of experience in the finance industry.

7
Christopher J. Kilrain
CRD#: 6361650
28202 Cabot Rd, Suite 300, Laguna Niguel, CA 92677
90
Wealthminder
score

Christopher Kilrain (CRD# 6361650) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 3 years of experience in the finance industry.

8
Christopher L. Schroeder
CRD#: 5709011
28202 Cabot Rd, Suite 300, Laguna Niguel, CA 92677
90
Wealthminder
score

Christopher Schroeder (CRD# 5709011) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 4 years of experience in the finance industry.

9
Spencer T. Shillig
CRD#: 6396967
340 Rosewood Ave, Suite C, Camarillo, CA 93010
89
Wealthminder
score

Spencer Shillig (CRD# 6396967) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Camarillo, CA and has over 3 years of experience in the finance industry.

10
David M. Stern
CRD#: 1582140
28202 Cabot Rd, Suite 300, Laguna Niguel, CA 92677
86
Wealthminder
score

David Stern (CRD# 1582140) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 27 years of experience in the finance industry. David Stern 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.

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