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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Auerbach is a financial advisor with TLG Advisors, Inc. Charles has been in the financial services industry since 1983. Charles is registered with the state of Tennessee and is a Certified Financial Planner and Chartered Financial Consultant. Charles has experience working with individuals, corporations, and pension and profit-sharing plans. Previous employers include LPL Financial LLC, Advantage Investment Management LLC and MAS Advisors LLC.
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
TN
01/04/2023 - Present
TLG Advisors, Inc. (Collierville TN)
TN
07/31/2012 - 10/18/2019
LPL FINANCIAL LLC (CORDOVA TN)
TN
07/07/2003 - 07/31/2012
NATIONAL PLANNING CORPORATION (CORDOVA TN)
CA
02/15/2002 - 07/08/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
TN
09/17/2001 - 02/15/2002
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
07/01/1994 - 09/14/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
11/28/1990 - 07/05/1994
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
CA
02/13/1990 - 11/28/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
04/06/1989 - 12/21/1989
INVESTORS ASSET MANAGEMENT, INC.
NA
11/01/1983 - 03/02/1989
MORGAN KEEGAN & COMPANY, INC.
BC
Issued 12/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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