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Credentials
Series 63, Series 65
Experience Industry experience
40 years
Location
Pickens, MS 39146
Tlg Advisors, Inc.
Enterprise
Joseph Guess is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has been with TLG Advisors and The Leaders Group since 2007 and has also worked with Guardian Life Insurance Company since 2006. Outside of advisory work, he owns and manages two farms and sells life and health insurance through various carriers. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services that include investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.
Based on Tlg Advisors, Inc.
Based on Tlg Advisors, Inc.
Fixed fees charged for financial planning and consulting; specific amounts not stated
$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)
Certain IARs also registered representatives of affiliated broker-dealer, may receive commissions on securities and insurance products
Hourly fees charged for financial planning and consulting; specific amounts not stated
Account minimum: $25,000 Fee-only: Fixed or hourly fees for financial planning and consulting; specific amounts not stated
Pickens, MS
26 N 2nd Street
Pickens MS 39146
Advisors at this office
1
Mississippi
40 years of industry experience
TLG Advisors, Inc
2007 - Present • 19 years
Littleton, CO
The Leaders Group Inc
2007 - Present • 19 years
Littleton, CO
Guardian Life Insurance Company
2006 - Present • 20 years
Pickens, MS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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