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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Lefebvre is an investment advisor representative with TLG Advisors, Inc. with over 23 years of experience in the financial services industry. Shawn Lefebvre has been registered with the SEC since 2017. Shawn Lefebvre holds Series 6, 63, and 65 licenses. Shawn Lefebvre specializes in providing financial planning and investment advice to individuals, businesses, and pension plans. Shawn Lefebvre has experience working with clients such as charitable organizations, high-net-worth individuals, pension and profit sharing plans, and corporations or other businesses.
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
CO
04/18/2017 - Present
TLG Advisors, Inc. (LITTLETON CO)
CA
06/01/2012 - 01/18/2017
LINCOLN INVESTMENT (Laguna Hills CA)
CA
01/30/2002 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (IRVINE CA)
DE
06/26/1997 - 01/29/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
AZ
06/10/1997 - 01/25/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
02/14/1994 - 07/03/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 05/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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