New Orleans, LA Office

Team
Updated today

Client AUM

$2,158,302,137

Clients

5,018

Advisors

4

Of 300 advisors across 219 offices

Location

201 St Charles Avenue, Suite 4207

New Orleans LA 70170

Advisors at this office

4

Advisors at this office

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Douglas K

CFP®, Series 63, Series 66

New Orleans, LA

Tlg Advisors, Inc.

Douglas Karr is a CFP® with 29 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. He has held roles at multiple firms including The Leaders Group, Inc., Capital Investment Management, and Advisors Asset Management, Inc. Karr is also involved in wholesaling and soliciting annuities through Capital Investment Management. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, with a distinctive approach combining manager selection, fundamental analysis, and Modern Portfolio Theory.

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

Series 66, Series 63, Series 65

New Orleans, LA

Tlg Advisors, Inc.

Alexander Jordan is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at The Leaders Group, Inc., Capital Investment Management, Inc., The Faquier Bank, Infinex Investments, Inc., and Wealthvest Marketing. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering services through independent advisor representatives, sub-advisors, and a direct-to-consumer digital 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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Michael W

Series 63

New Orleans, LA

Tlg Advisors, Inc.

Michael Wayda is a financial advisor with TLG Advisors, Inc., holding a Series 63 designation and bringing 32 years of industry experience. He has worked at The Leaders Group, Inc. since 2017 and at Capital Investment Management, Inc. since 2016, where he also serves in a sales management and wholesaling role. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach focuses on manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering services via independent representatives, sub-advisors, and a direct-to-consumer digital platform 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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Michael T

Series 63, Series 66

New Orleans, LA

Tlg Advisors, Inc.

Michael Talbot is a financial advisor with TLG Advisors, Inc. based in New Orleans, LA, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. His prior roles include positions at Hancock/Whitney Bank, Cetera Investment Services, and LPL Financial. Outside of finance, he is a certified scuba diving instructor. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, employing a research approach grounded in fundamental analysis and Modern Portfolio Theory.

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