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Bruce Martin

TLG Advisors, Inc.

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About Bruce Martin

Bruce Martin is an Investment Advisor Representative at TLG Advisors, Inc. with over 10 years of experience in the financial services industry. Bruce is registered with the state of Tennessee and is also a Certified Financial Planner. Bruce's previous experience includes working at LPL Financial LLC and UBS Financial Services Inc. Bruce specializes in providing financial planning, portfolio management, and placement of institutional funds.

Firm Information

Bruce Martin is currently registered with TLG Advisors, Inc.. TLG Advisors, Inc. is a Littleton, CO-based investment advisor with $1 billion to $10 billion in assets under management. The firm offers portfolio management, financial planning, and pension consulting to individuals, corporations, pension funds, and charitable organizations. TLG Advisors, Inc. also provides placement services for institutional funds and other investment advisory services. The firm has over 260 registered representatives and advisors serving clients nationwide.
TLG Advisors, Inc.

26 WEST DRY CREEK CIRCLE

LITTLETON, CO 80120

$1.66B

Assets Under Management

38

Total Clients

257

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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placement of institutional funds

Placement of institutional funds

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bruce Martin’s Registration & Firm History

TN

01/04/2023 - Present

TLG Advisors, Inc. (Collierville TN)

TN

04/22/2015 - 10/18/2019

LPL FINANCIAL LLC (CORDOVA TN)

TN

09/24/2012 - 02/19/2015

UBS FINANCIAL SERVICES INC. (MEMPHIS TN)

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Licenses & Designations

BOTH

Issued 10/09/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bruce Martin.
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