Unclaimed
Adam J. Fletcher is an investment advisor representative with TLG Advisors, Inc. located in Littleton, Colorado. Adam has been in the industry since 1999 and has worked with Nationwide Securities, LLC and Fletcher Insurance Group. Adam holds Series 6, Series 63, and Series 65 licenses. He is also a Registered Investment Advisor (RIA) in North Carolina. Adam specializes in financial planning, portfolio management for individuals and businesses, and placement of institutional funds. His experience and expertise make him a valuable asset to any investor looking for guidance on their financial future.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Placement of institutional funds
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
04/07/2021 - Present
TLG Advisors, Inc. (LITTLETON CO)
NC
07/02/1999 - 07/01/2020
NATIONWIDE SECURITIES, LLC (RALEIGH NC)
IA
Issued 04/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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