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Clifford Scott Goodwin

TLG Advisors, Inc.

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About Clifford Scott Goodwin

Clifford Goodwin is an active investment advisor representative with TLG Advisors, Inc. in Littleton, Colorado. Clifford has been working in the financial industry for over two decades and holds Series 6, 7, 22 and 63 securities licenses, as well as the Series 65 investment advisor license. Clifford specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Clifford has been affiliated with TLG Advisors, Inc. since 2018. Prior to that, Clifford worked with Questar Capital Corporation, USALLIANZ Securities, Inc., Locust Street Securities, Inc., John Hancock Distributors, Inc. and John Hancock Mutual Life Insurance Company.

Firm Information

Clifford Goodwin 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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Clifford Goodwin’s Registration & Firm History

CO

03/29/2018 - Present

TLG Advisors, Inc. (LITTLETON CO)

TN

12/01/2006 - 07/19/2013

QUESTAR CAPITAL CORPORATION (HENDERSONVILLE TN)

TN

06/27/2006 - 12/01/2006

USALLIANZ SECURITIES, INC. (HENDERSONVILLE TN)

IA

11/02/1998 - 12/31/2000

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

IA

05/14/1997 - 06/01/1998

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

MA

03/29/1996 - 05/14/1997

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

03/29/1996 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 06/01/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/27/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2012

Series 7 - General Securities Representative Examination

BC

Issued 05/12/2008

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 06/26/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Clifford Scott Goodwin. Review regulatory record here.
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