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James Harvey Berry

TLG Advisors, Inc.

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About James Harvey Berry

James Harvey Berry is a financial advisor at TLG Advisors, Inc. based in Littleton, CO. James has over 15 years of experience in the financial services industry. James holds Series 6, Series 63, and Series 65 licenses. James also holds the SIE exam. James provides financial planning, investment advisory services and portfolio management to a wide range of clients, including individuals, businesses, and retirement plans. James has worked with a number of firms over the years, including NYLIFE SECURITIES LLC and BERRY FINANCIAL & INSURANCE SOLUTIONS.

Firm Information

James Berry 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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James Berry’s Registration & Firm History

CO

08/20/2014 - Present

TLG Advisors, Inc. (LITTLETON CO)

CA

02/20/2008 - 08/20/2013

NYLIFE SECURITIES LLC (CLOVERDALE CA)

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Licenses & Designations

IA

Issued 08/09/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Harvey Berry.
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