Unclaimed
William John Hahn is a financial advisor with TLG Advisors, Inc., a firm that manages approximately $1 billion to $10 billion in assets. William has been in the financial industry since 1994 and has a wide range of experience in providing financial advice and services. William's firm specializes in portfolio management for individuals, businesses, and pooled investment vehicles. William also offers financial planning services and has expertise in pension consulting and educational seminars. William is licensed to provide investment advice in several states, including Florida, Georgia, Indiana, and North Carolina.
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
12/07/2018 - Present
TLG Advisors, Inc. (LITTLETON CO)
FL
02/13/2009 - 11/12/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (RIVERVIEW FL)
FL
09/29/2005 - 01/28/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (SARASOTA FL)
GA
08/05/2005 - 10/05/2005
G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)
CA
04/29/2005 - 08/02/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
FL
06/23/1998 - 05/16/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
FL
08/28/1997 - 06/26/1998
SOUTHERN CAPITAL SECURITIES, INC. (TAMPA FL)
FL
10/21/1996 - 08/25/1997
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MI
07/06/1995 - 08/02/1996
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
NY
10/04/1993 - 06/30/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
10/04/1993 - 06/30/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 06/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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