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Sara Anne Stevens

TLG Advisors, Inc.

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About Sara Anne Stevens

Sara Anne Stevens is a financial advisor with TLG Advisors, Inc. Sara has been in the industry since 1998 and has a strong track record of providing financial advice to individuals, families, and businesses. Sara specializes in portfolio management, financial planning, and retirement planning. Sara holds the Series 7, 63, 66, and 24 licenses. Sara is a Certified Financial Planner™ professional and is a member of the Argyle Group, a professional association of independent financial advisors. Sara is dedicated to helping her clients achieve their financial goals.

Firm Information

Sara Stevens 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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Sara Stevens’s Registration & Firm History

TN

03/29/2018 - Present

TLG Advisors, Inc. (MEMPHIS TN)

TN

11/25/1998 - 10/16/2013

PRINCOR FINANCIAL SERVICES CORPORATION (MEMPHIS TN)

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Licenses & Designations

BOTH

Issued 09/01/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/11/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sara Anne Stevens.
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