Unclaimed
Barbara Louise Walker is a financial advisor with TLG Advisors, Inc., registered with the state of California. Barbara has been in the industry since 2004. Barbara has a Series 65 license and has worked for several firms in the past, including Senior Retirement Solutions, BLG Financial and Insurance Services Corporation, and Advanced Wealth and Retirement Planning Concepts, LLC. In addition to working as a financial advisor, Barbara is also a board member of Premier Marketing Resources Corp. Barbara specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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CO
06/28/2022 - Present
TLG Advisors, Inc. (LITTLETON CO)
IA
Issued 09/17/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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