Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Bragdon is a financial advisor at TLG Advisors, Inc. Shawn has over 30 years of experience in the financial services industry and holds both Series 63 and Series 65 licenses. Shawn is a Chartered Financial Consultant and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. In addition to working as an investment advisor, Shawn also operates a life insurance business. Shawn is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and insurance solutions.
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
02/15/2017 - Present
TLG Advisors, Inc. (LITTLETON CO)
IL
04/18/2016 - 10/24/2016
ARETE WEALTH MANAGEMENT, LLC (CHICAGO IL)
TN
02/14/2012 - 04/13/2016
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
CA
04/13/2010 - 02/08/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (NEWPORT BEACH CA)
CA
11/12/2008 - 03/24/2010
J.P. TURNER & COMPANY, L.L.C. (NEWPORT BEACH CA)
CA
12/07/2006 - 08/22/2008
LINCOLN FINANCIAL SECURITIES CORPORATION (NEWPORT BEACH CA)
PA
07/12/2006 - 10/16/2006
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
04/02/1992 - 07/13/2006
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
CO
03/16/1990 - 11/30/1990
R A F FINANCIAL CORPORATION (DENVER CO)
CO
03/22/1989 - 03/03/1990
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
NA
06/06/1988 - 02/28/1989
POWER SECURITIES CORPORATION
IA
Issued 06/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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