Tgs Financial Advisors

Tgs Financial Advisors (CRD# 107289) is a financial advisory firm headquartered in Radnor, PA. They manage $289,440,541 in 1,088 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    289
    MILLION
  • Total Number of Accounts
    1,088
    ACCOUNTS
  • Average Account Value
    $266,030
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, FL, LA, MA, NC, NH, NJ, NY, PA, TX

Financial Advisors at Tgs Financial Advisors
Showing 1 - 8 of 8 top financial advisors.
1
David A. Burd
CRD#: 852886
170 N. Radnor Chester Rd., Suite 110, Radnor, PA 19087
96
Wealthminder
score

David Burd (CRD# 852886) is an Investment Advisor Representative working at Tgs Financial Advisors in Radnor, PA and has over 38 years of experience in the finance industry. David Burd 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
James S. Hemphill
CRD#: 858854
170 N. Radnor Chester Rd, Suite 110, Radnor, PA 19087
96
Wealthminder
score

James Hemphill (CRD# 858854) is an Investment Advisor Representative working at Tgs Financial Advisors in Radnor, PA and has over 34 years of experience in the finance industry. James Hemphill 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
Audrey Libois
CRD#: 5908805
170 N. Radnor Chester Road, Suite 110, Radnor, PA 19087
96
Wealthminder
score

Audrey Libois (CRD# 5908805) is an Investment Advisor Representative working at Tgs Financial Advisors in Radnor, PA and has over 6 years of experience in the finance industry. Audrey Libois 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
Thomas A. Rylko
CRD#: 5189530
170 N. Radnor Chester Road, Suite 110, Radnor, PA 19087
96
Wealthminder
score

Thomas Rylko (CRD# 5189530) is an Investment Advisor Representative working at Tgs Financial Advisors in Radnor, PA and has over 9 years of experience in the finance industry. Thomas Rylko 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.

5
Phillip J. Deerwester
CRD#: 5908820
170 N. Radnor Chester Road, Suite 110, Radnor, PA 19087
93
Wealthminder
score

Phillip Deerwester (CRD# 5908820) is an Investment Advisor Representative working at Tgs Financial Advisors in Radnor, PA and has over 6 years of experience in the finance industry.

6
Joan M. Hill
CRD#: 2215564
170 N. Radnor Chester Rd, Suite 110, Radnor, PA 19087
93
Wealthminder
score

Joan Hill (CRD# 2215564) is an Investment Advisor Representative working at Tgs Financial Advisors in Radnor, PA and has over 21 years of experience in the finance industry.

7
Zachary Burd
CRD#: 6144453
170 N. Radnor Chester Road, Suite 110, Radnor, PA 19087
88
Wealthminder
score

Zachary Burd (CRD# 6144453) is an Investment Advisor Representative working at Tgs Financial Advisors in Radnor, PA and has over 2 years of experience in the finance industry.

8
Sean H. Moore
CRD#: 6328108
170 N. Radnor Chester Road, Suite 110, Radnor, PA 19087
88
Wealthminder
score

Sean Moore (CRD# 6328108) is an Investment Advisor Representative working at Tgs Financial Advisors in Radnor, PA and has over 2 years of experience in the finance industry.

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