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Gary Lynn Gray

Advisor at Tlg Advisors, Inc. — La Follette, TN

Updated today

Credentials

ChFC®, Series 66

Experience

43 years

Location

LaFollette, TN 37766

Tlg Advisors, Inc. logo

Tlg Advisors, Inc.

Enterprise

Total advisors

302

Across 219 offices

Clients per advisor

17 Very Low

Avg AUM per client

$430,112 Typical

HNW client ratio

6% Low

About

Gary Gray is a financial advisor at TLG Advisors, Inc. with 43 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Nationwide Securities, LLC, and Nationwide Insurance Company. Gray also operates Gray Consulting Services, providing financial services consulting. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and fiduciary services, utilizing fundamental analysis and Modern Portfolio Theory to construct diversified portfolios.

Client services

Based on Tlg Advisors, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Placement of institutional funds

Expertise

Based on Tlg Advisors, Inc.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations

Occupation focus

Based on Tlg Advisors, Inc.

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees charged for financial planning and consulting; specific amounts not stated

Percentage

$0 - $1,000,000: Not to exceed 1.75% annually Over $1,000,000+: Not to exceed 1.00% annually $0 - $1,000,000: Starlight Portfolios fees total between 0.65% and 1.25% annually (includes 0.58%-1.118% to TLG Advisors plus 0.10% to Advisor Engine)

Commissions

Certain IARs also registered representatives of affiliated broker-dealer, may receive commissions on securities and insurance products

Project-based

Hourly fees charged for financial planning and consulting; specific amounts not stated

Other

Account minimum: $25,000 Fee-only: Fixed or hourly fees for financial planning and consulting; specific amounts not stated

Location

See office

La Follette, TN

1210 Jacksboro Pike

La Follette TN 37766

Advisors at this office

1

Most active in

Tennessee

Work history

43 years of industry experience

The Leaders Group, Inc.

2020 - Present • 6 years

Littleton, CO

Gray Consulting Services

2018 - Present • 8 years

LaFollette, TN

Nationwide Securities, LLC

2008 - 2020 • 12 years

LaFollette, TN

Gray Insurance Agency, Inc.

2004 - 2021 • 17 years

LaFollette, TN

Nationwide Securities, LLC

1983 - 2020 • 37 years

Gainesville, FL

Nationwide Insurance Company

1980 - 2020 • 40 years

Columbus, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Trisha F

Series 66

Lafollette, TN

Rockefeller Financial LLC

Trisha Fountain is a Series 66-licensed financial advisor with Rockefeller Financial LLC, bringing 19 years of industry experience. She previously worked at UBS Financial Services for seven years before joining Rockefeller Financial, where she has been employed since 2021. Outside of her advisory role, she participates in a family-run seasonal food vending business selling funnel cakes at events in Kentucky. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating uniquely as both a registered broker-dealer and an investment advisor with an integrated approach that includes alternative investments and affiliated trust and insurance capabilities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired
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Dechristopher C

Series 66

Norris, TN

Private Advisor Group, LLC

Dechristopher Curtin is a financial advisor at Private Advisor Group, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked with LPL Financial and Waddell & Reed, INC. Outside of his advisory role, Curtin is active as a coach for Anderson County High and FC Alliance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions including its proprietary WealthSuite platform.

Annuities Founder/Business Owner
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James O

Series 65

Caryville, TN

LPL Financial

James Oneill is a Series 65-licensed financial advisor with LPL Financial, based in Caryville, TN, and has four years of industry experience. He previously worked at Great Valley, Arthur Lea Investments, and spent eleven years with Fifth Third Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of representatives. The firm offers a variety of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Erica C

Series 63, Series 66

Lafollette, TN

Cetera

Erica Corbin is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Cetera and Cetera Investment Services LLC since 2022 and previously held roles at New York Life Insurance Co and NYLIFE Securities LLC. Outside of financial services, she was employed at Vipkid HK Limited and the Center for Sight. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, with a multi-manager platform that includes affiliated and third-party model portfolios and program options from automated allocations to unified managed accounts.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Homer B

Series 63, Series 66

LaFollette, TN

OSAIC

Homer Braden is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His previous roles include tenures at Woodbury Financial Services and First Allied Advisory Services. Outside of his advisory work, he serves as a poll worker for the City of Waterloo. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, and institutional clients, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party solutions to construct portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Amy A

Series 66

Andersonville, TN

Raymond James Financial

Amy Allen is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has 19 years of industry experience, including 16 years at Ameriprise Financial Services and five years at Ameriprise Financial Services, LLC. Outside of her advisory role, she has been involved with the Anderson County Fair since 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individual and high-net-worth clients to institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliated municipal advisor arrangement.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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