Joseph Guess
Advisor at TLG Advisors, INC.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Pickens, MS 39146
Credentials
Series 63, Series 65
Industry experience
39 years
About
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.
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
Fee options
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
Location
26 N 2 Nd Street
Pickens, MS 39146
Most active in
Joseph G has reported serving >5 clients in these states in the last 12 months.
Mississippi
Work history
TLG Advisors, Inc
2007 - Present (19 years)
The Leaders Group Inc
2007 - Present (19 years)
Guardian Life Insurance Company
2006 - Present (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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