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Eric Dixon Loaiza

TLG Advisors, Inc.

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About Eric Dixon Loaiza

Eric Dixon Loaiza is a financial professional with over 20 years of experience in the industry. Eric has a broad background in financial services, including experience with Securities America, Inc., EPLANNING SECURITIES, INC., and E*TRADE SECURITIES LLC. Eric currently works with TLG Advisors, Inc. and is registered in California. Eric's expertise lies in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles. Eric is committed to helping clients achieve their financial goals through a personalized and comprehensive approach.

Firm Information

Eric Loaiza 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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Eric Loaiza’s Registration & Firm History

CO

09/09/2019 - Present

TLG Advisors, Inc. (LITTLETON CO)

CA

05/28/2009 - 05/02/2019

QUESTAR CAPITAL CORPORATION (SACRAMENTO CA)

CA

12/24/2008 - 05/11/2009

SECURITIES AMERICA, INC. (FOLSOM CA)

CA

09/12/2006 - 01/23/2009

EPLANNING SECURITIES, INC. (GOLD RIVER CA)

CA

12/01/1999 - 09/19/2006

E*TRADE SECURITIES LLC (RANCHO CORDOVA CA)

CA

07/27/1998 - 02/22/1999

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

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Licenses & Designations

IA

Issued 11/13/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/21/2000

Series 4 - Registered Options Principal Examination

BC

Issued 05/02/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/1999

Series 7 - General Securities Representative Examination

BC

Issued 07/22/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Dixon Loaiza.
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