Florence, SC Office

Team
Updated today

Client AUM

$2,158,302,137

Clients

5,018

Advisors

2

Of 300 advisors across 219 offices

Location

619 S Dargan Street

Florence SC 29501

Advisors at this office

2

Advisors at this office

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James L

Series 63, Series 65

Florence, SC

Tlg Advisors, Inc.

James Lingle Jr. is a financial advisor with TLG Advisors, Inc. in Florence, SC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at The Leaders Group, Inc., The Prudential Insurance Company of America, and PRUCO Securities, LLC. Outside of advisory work, he serves as president of iFinancial Insurance Group and Financial Services Consulting Inc., and is a director on the board of First Reliance Bank. 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 services including investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

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

Series 63, Series 65

Florence, SC

Tlg Advisors, Inc.

Erik Marechal is a financial advisor at TLG Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nationwide Insurance and Nationwide Securities, Inc. for 15 years. He is also the owner and CEO of Accountable Insurance Partners, LLC, a property and casualty, life, and long-term care insurance agency. 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, ERISA fiduciary services, and 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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