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Gary Lynn Gray

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

Updated today

Credentials

ChFC®, Series 66

Experience

42 years

Location

LaFollette, TN 37766

Tlg Advisors, Inc. logo

Tlg Advisors, Inc.

Enterprise

Total advisors

300

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 42 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Nationwide Securities, LLC and Nationwide Insurance Company, as well as operating Gray Consulting Services since 2018, where he provides 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 manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering investment supervisory services and portfolio management through a network of independent representatives and sub-advisors.

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

42 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

user avatar

Trisha F

Series 66

Lafollette, TN

ROCKEFELLER FINANCIAL Llc

Trisha Fountain is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for seven years. Outside of her advisory role, she participates in a family-owned food vending business selling funnel cakes at seasonal events. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services through its Rockefeller Global Family Office platform and offers access to alternative and private investments.

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 with Private Advisor Group, LLC, holding a Series 66 designation and bringing 15 years of industry experience. His career includes roles at LPL Financial and Waddell & Reed, INC., and he is involved in coaching positions with Anderson County Schools and FC Alliance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across a broad client base, including individuals, trusts, estates, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs.

Retired Founder/Business Owner
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James O

Series 65

Caryville, TN

LPL Financial

James Oneill is a financial advisor with LPL Financial, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Great Valley, Arthur Lea Investments, and an 11-year tenure at Fifth Third Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
user avatar

Erica C

Series 66, Series 63

Lafollette, TN

Cetera

Erica Corbin is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and five years of industry experience. Her career includes roles at Cetera Investment Services LLC, Y-12 Federal Credit Union, NYLIFE Securities LLC, New York Life Insurance Co, Vipkid HK Limited, and Center for Sight. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to multiple program structures and third-party managers.

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

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
user avatar

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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