Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Evans is a financial advisor with TLG Advisors, Inc. Richard has over 30 years of experience in the financial services industry. Richard is registered with the state of Louisiana as an Investment Advisor Representative and has held other registrations in several states. Richard specializes in financial planning, portfolio management, and placement of institutional funds. Richard is committed to providing his clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Placement of institutional funds
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
LA
12/22/2020 - Present
TLG Advisors, Inc. (New Orleans LA)
PA
01/02/2018 - 01/07/2019
BB&T SECURITIES, LLC (ALLENTOWN PA)
PA
09/22/1993 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ALLENTOWN PA)
NY
04/25/1989 - 01/27/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
03/25/1987 - 04/06/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 08/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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