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Thomas A
ChFC®, Series 63, Series 66
Houston, TX
Tlg Advisors, Inc.
Thomas Archer is a financial advisor with TLG Advisors, Inc. in Houston, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 44 years of industry experience, including roles at The Leaders Group Inc, CONCOURSE FINANCIAL GROUP SECURITIES INC, and VOYA Financial Advisors. Outside of his advisory work, Archer is CEO of Archer Insurance Tech and serves as first vice president of Elite Insurance Agency Inc. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of investment supervisory, portfolio management, and ERISA fiduciary services, employing fundamental analysis and Modern Portfolio Theory in its portfolio construction.
Carrie W
Series 63, Series 66
Houston, TX
Tlg Advisors, Inc.
Carrie Westfall is a financial advisor at TLG Advisors, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including The Leaders Group Inc and Invesco Advisers, Inc. Westfall is also the manager of marketing and communications at Elite Insurance Agency Inc. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach that combines fundamental analysis and Modern Portfolio Theory.
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