Tls Advisory Services, Inc.
Tls Advisory Services, Inc. (CRD# 121747) is a financial advisory firm headquartered in Towson, MD. They manage $91,955,359 in 938 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management92MILLION
Total Number of Accounts938ACCOUNTS
Average Account Value$98,033
- 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
Thomas Schmidt (CRD# 1012661) is an Investment Advisor Representative working at Tls Advisory Services, Inc. in Towson, MD and has over 30 years of experience in the finance industry. Thomas Schmidt 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.
Stephen Olah (CRD# 2700362) is an Investment Advisor Representative working at Tls Advisory Services, Inc. in Towson, MD and has over 20 years of experience in the finance industry.