Tl Private Wealth
Tl Private Wealth (CRD# 167818) is a financial advisory firm headquartered in Southlake, TX. They manage $266,809,928 in 606 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management267MILLION
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Total Number of Accounts606ACCOUNTS
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Average Account Value$440,280
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, LA, OK, TX
William Byrum (CRD# 6245652) is an Investment Advisor Representative working at Tl Private Wealth in Southlake, TX and has over 10 years of experience in the finance industry.
John Jacobson (CRD# 5010016) is an Investment Advisor Representative working at Tl Private Wealth in Southlake, TX and has over 18 years of experience in the finance industry.
Brad Little (CRD# 5783449) is an Investment Advisor Representative working at Tl Private Wealth in Southlake, TX and has over 14 years of experience in the finance industry.
Dustin Tondre (CRD# 4942019) is an Investment Advisor Representative working at Tl Private Wealth in Southlake, TX and has over 18 years of experience in the finance industry.