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Li yang Lee

TLG Advisors, Inc.

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About Li yang Lee

Li yang Lee is a financial advisor with over 10 years of experience in the industry. Li yang Lee currently works at TLG Advisors, Inc., a firm with over $1 billion in assets under management. Li yang Lee's specialties include financial planning, portfolio management, and pension consulting. Li yang Lee holds Series 6, Series 63 and Series 65 licenses.

Firm Information

Li yang Lee 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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Li yang Lee’s Registration & Firm History

CA

10/12/2020 - Present

TLG Advisors, Inc. (San Mateo CA)

CA

01/06/2012 - 10/25/2018

TRANSAMERICA FINANCIAL ADVISORS, INC (SUNNYVALE CA)

CA

01/17/2011 - 01/06/2012

WORLD GROUP SECURITIES, INC. (MOUNTAIN VIEW CA)

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Licenses & Designations

IA

Issued 08/11/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Li yang Lee.
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