Jacksonville, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Tlg Advisors, Inc.
Enterprise
Firm-wide stats for Tlg Advisors, Inc.
About
TLG Advisors, Inc. serves a broad client base that includes individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm provides investment supervisory services, portfolio management, comprehensive financial planning, and investment fiduciary services for ERISA-qualified retirement plans through a network of independent investment advisor representatives and sub‑advisors.
The firm’s investment process centers on manager selection and ongoing monitoring, using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios; many client accounts are managed through sub‑advisors and program platforms. TLG also offers a direct-to-consumer digital program, Starlight Portfolios, which allocates across six to 12 risk classes and three fund management styles based on a risk questionnaire, with quarterly portfolio reviews and tactical adjustments as market conditions dictate.
What distinguishes TLG from many peers is its web of corporate affiliations and interfirm relationships disclosed in the brochure: it is owned by Simplicity Financial Marketing Holdings, shares personnel and arrangements with The Leaders Group broker‑dealer, and identifies several affiliated RIAs, broker‑dealers and insurance entities. The brochure also notes that some advisors may be related to law firms or other financial firms, that the firm may select and compensate other advisors via referral or solicitor arrangements, and that it works with a range of institutional counterparties beyond typical retail clients.
Based on Tlg Advisors, Inc.
Expertise
Based on Tlg Advisors, Inc.
Location
12724 Gran Bay Pkwy, Lakeside 1, Suite 150
Jacksonville FL 32258
Advisors at this office
2
Advisors at this office
Morgan C
Series 63, Series 65
Jacksonville, FL
Tlg Advisors, Inc.
Morgan Christiansen is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Pinnacle Insurance & Financial Services, LLC and The Beaches Needs, LLC since 2016, with prior experience at Levy Restaurants. Outside of his advisory role, he owns a consulting firm specializing in business development. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and portfolio management, employing manager selection, fundamental analysis, and Modern Portfolio Theory to build diversified portfolios, and also offers a direct-to-consumer digital investment program.
Edgar M
Series 63, Series 65
Jacksonville, FL
Tlg Advisors, Inc.
Edgar Morales Jr. is a financial advisor with TLG Advisors, Inc. based in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with The Leaders Group, Inc. and Capitas Financial/Pinnacle since 2010, and he is involved with Strategic Diversity Solutions, LLC since 2008. Morales also serves as president and chief marketing officer of Pinnacle IFS, an insurance business. 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, and ERISA fiduciary services, delivering advice through independent advisors, sub-advisors, and platform affiliates using fundamental analysis and Modern Portfolio Theory.
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