Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cary? Claim Your ProfileCary Cleveland Lucas is a financial advisor with TLG Advisors, Inc. Cary has been in the financial services industry since 2006. Cary has been a Registered Representative in Georgia since 2022. Cary is a financial advisor who helps individuals, families, and businesses with their financial planning needs. Cary is committed to providing clients with personalized service and helping them achieve their financial goals. Cary is also involved in the community and is a member of the Cumming, Georgia Chamber of Commerce.
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
GA
08/04/2022 - Present
TLG Advisors, Inc. (Cumming GA)
CO
07/25/2016 - 10/27/2016
THE LEADERS GROUP, INC. (LITTLETON CO)
GA
10/24/2013 - 02/02/2016
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
NY
12/11/2004 - 09/30/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
03/23/2004 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
NY
06/10/2002 - 04/05/2004
AXA ADVISORS, LLC (NEW YORK NY)
TX
12/02/1999 - 06/01/2001
CLARK-BARDES SECURITIES, INC. (DALLAS TX)
NY
01/08/1998 - 03/18/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
08/27/1997 - 10/15/1997
BLAKE BARNETT INVESTMENTS INC. (HOUSTON TX)
BOTH
Issued 11/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 11/16/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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