Tcfg Investment Advisors, LLC
Tcfg Investment Advisors, LLC (CRD# 166606) is a financial advisory firm headquartered in Laguna Niguel, CA. They manage $200,453,449 in 814 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management200MILLION
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Total Number of Accounts814ACCOUNTS
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Average Account Value$246,257
- 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
CA, NJ, NV, WA, WI
Terry Deever (CRD# 4215379) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, 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.
Jon Kerby (CRD# 1325139) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 23 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.
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.
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.
Paul Krause (CRD# 6160659) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in San Diego, CA and has over 4 years of experience in the finance industry.
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.
Spencer Shillig (CRD# 6396967) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Camarillo, CA and has over 2 years of experience in the finance industry.
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.
Thomas Wolf (CRD# 1323566) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 31 years of experience in the finance industry. Thomas Wolf 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.
James Reed (CRD# 2530894) 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.