A complete list of active advisors currently associated with TTG Financial Services, Inc.
Warmer can help you find a great advisor at TTG Financial Services, Inc. or one who fits your needs even better.
TTG Financial Services provides financial planning and consulting services and delivers advisory recommendations through representatives who are associated with Raymond James Financial Services, Inc., a FINRA/SIPC-member broker-dealer. The firm’s brochure discloses that these representatives may recommend securities offered by Raymond James and receive commissions if clients purchase those products. The firm typically structures planning engagements on an hourly or flat project-fee basis and maintains a written Code of Ethics that describes its fiduciary duties and trading restrictions. Its materials also explain the potential conflict of interest when representatives choose between providing advisory services and recommending commissionable products. Noteworthy for its regulatory category, the firm’s representatives are registered with and affiliated with a broker-dealer and the firm uses hourly/project fees rather than a percentage-of-assets model. The brochure further discloses that the principal spends time on insurance and retirement-plan work, owns a separate tax-preparation and planning business, has a minority interest in a real-estate holding company, and had a regulatory disclosure more than 17 years ago attributed to a clerical error at a former broker-dealer.
To learn more about the advisors currently working at TTG Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Billings, MT
| 32
|
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