Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Jason Avergon is an Investment Advisor Representative with TLG Advisors, Inc. Brandon has been in the industry since 2016. Brandon holds Series 66, Series 7 and SIE licenses. Brandon is registered in Alaska, Massachusetts, Oklahoma and South Dakota. Brandon has worked for several firms including Rockefeller Financial LLC, Spearhead Capital, LLC, Brookwood Securities Partners, LLC, and BHA Select Network, LLC. Brandon also has experience in trust consulting, international insurance consulting, and insurance consulting. Brandon specializes in portfolio management for businesses and individuals. Brandon is also registered as an Investment Advisor Representative with TLG Advisors, Inc.
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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2
MA
07/17/2024 - Present
TLG Advisors, Inc. (Framingham MA)
MA
06/06/2022 - 01/31/2023
ROCKEFELLER FINANCIAL LLC (BEVERLY MA)
FL
06/08/2021 - 06/30/2022
SPEARHEAD CAPITAL, LLC (WELLINGTON FL)
MA
03/09/2016 - 05/14/2021
BROOKWOOD SECURITIES PARTNERS, LLC (BEVERLY MA)
MA
07/22/2014 - 07/08/2015
BHA SELECT NETWORK, LLC (Boston MA)
BOTH
Issued 09/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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