TA
ChFC
TA
ChFC

Thomas Archer

44 Years of Experience
Houston, TX
1 DisclosureBrokerSells Insurance

Thomas Archer is a ChFC-designated registered investment advisor at Tlg Advisors, INC., based in Houston, TX, with 44 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,138 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
311 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

TLG Advisors is compensated for services based on the value of your portfolio. Advisory fees generally range from 0.80% to 1.75% per year. There may be additional transaction, custody, money manager, or platform fees charged by outside managers and custodians. Fees may be negotiable, and accounts may be aggregated by household to discount fees.

Fees for Starlight Portfolios range from 0.55% to 1.15% to TLG Advisors, plus 0.10% to Advisor Engine, the technology platform provider.

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Location

10000 Memorial Drive, Suite 200, Houston, TX, 77024

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History

Regulatory History (1)
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Employment Separation After Allegations
February 2019
Other Business ActivitiesSells Insurance

Thomas is the CEO of Archer Insurance Tech, dedicating about 10-20% of his time. He also works in sales at Red Insurance Group Inc. and is the 1st Vice President at Elite Insurance Agency Inc., spending about two-thirds of his time there.

Employment History
Current Registrations
Tlg Advisors, INC.
January 2022 - Present · 4 yrs 4 mos
The Leaders Group, INC.
January 2022 - Present · 4 yrs 4 mos
The Leaders Group, INC.Broker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Concourse Financial Group Advisors
April 2019 - December 2021 · 2 yrs 8 mos
Concourse Financial Group Securities, INC.Broker
March 2019 - December 2021 · 2 yrs 9 mos
Voya Financial Advisors, INC.
April 2008 - March 2019 · 10 yrs 11 mos
Voya Financial Advisors, INC.Broker
January 2004 - March 2019 · 15 yrs 2 mos
Elite Securities, INC.Broker
July 2002 - March 2010 · 7 yrs 8 mos
Locust Street Securities, INC.Broker
January 2002 - January 2004 · 2 yrs
Proequities, INC.Broker
March 2000 - December 2001 · 1 yr 9 mos
Locust Street Securities, INC.Broker
February 1998 - April 2000 · 2 yrs 2 mos
Vestax Securities CorporationBroker
December 1997 - March 1998 · 3 mos
First Variable Capital Services, INC.Broker
March 1996 - October 1996 · 7 mos
Penn Mutual Equity Services, INC.Broker
November 1989 - December 1990 · 1 yr 1 mo
Aetna Life Insurance and Annuity CompanyBroker
June 1983 - July 1986 · 3 yrs 1 mo
Conseco Financial Services, INC.Broker
January 1982 - January 1998 · 16 yrs
State Registrations8 states
AZCAFLKYLAOHPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.