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Mary Grace Killam

TLG Advisors, Inc.

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About Mary Grace Killam

Mary Grace Killam is a registered investment advisor representative with TLG Advisors, Inc. Mary has been in the financial industry since 2014 and holds the Series 6, Series 63, Series 65 and SIE licenses. Mary also holds a position as a principal agent with Justice-Killam Insurance Services, Inc. She is a registered investment advisor representative in Virginia, North Carolina and West Virginia. Mary's focus is on helping clients with financial planning, investment management, and other advisory services.

Firm Information

Mary Killam 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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Mary Killam’s Registration & Firm History

VA

07/01/2020 - Present

TLG Advisors, Inc. (Norfolk VA)

VA

03/21/2014 - 07/01/2020

NATIONWIDE SECURITIES, LLC (Norfolk VA)

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Licenses & Designations

IA

Issued 05/23/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/14/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Grace Killam.
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