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Carolyn R

Series 63, Series 65

Richmond, VA

Tlg Advisors, Inc.

Carolyn Robinson is a financial advisor at TLG Advisors, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Simplicity Investments, Lincoln Financial, Lincoln Financial Advisors, Mass Mutual Investors Services, and METLIFE SECURITIES Inc. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its investment approach and offers services including portfolio management, estate planning, and ERISA fiduciary services alongside a direct-to-consumer program called Starlight Portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Douglas B

Series 63, Series 65

Richmond, VA

Tlg Advisors, Inc.

Douglas Burford is a financial advisor at TLG Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments, Truist Securities, and Scott & Stringfellow. Burford is also engaged as a Retirement Consultant with Lincoln Financial. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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