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Weldon D
Series 63, Series 65
Jackson, MS
Tlg Advisors, Inc.
Weldon Doe IV is a financial advisor with TLG Advisors, Inc. in Jackson, MS. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His work history includes roles at The Leaders Group Inc and Strategic Planning. Outside of his advisory work, he serves as president and trustee of a family-owned corporation managing a grandchildren’s trust. 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, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis with Modern Portfolio Theory and includes a direct-to-consumer program called Starlight Portfolios.
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