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Alexander Jordan

Tlg Advisors, INC.
33 Years of Experience
New Orleans, LA
2 DisclosuresBroker
View SEC Summary
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Alexander Jordan is a registered investment advisor at Tlg Advisors, INC., based in New Orleans, LA, with 33 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 5,161 clients with $2.3B in assets under management.

Tlg Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
304 advisors
Number of Clients
5,161 clients
Average Client Portfolio
$445K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$1M+1.00%

Standard advisory fees generally run 0.80% to 1.75% per year for assets up to $1M, and up to 1.00% for assets over $1M. Starlight Portfolios charges total fees ranging from 0.65% to 1.25%. Fees may be negotiable and can be aggregated by household for discounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

201 St. Charles Avenue, Suite 4207, New Orleans, LA, 70170

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2018
Final
Financial
November 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Tlg Advisors, INC.
July 2026 - Present · 3 mos
The Leaders Group, INC.
January 2018 - Present · 8 yrs 9 mos
The Leaders Group, INC.Broker
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Infinex Investments, INC.Broker
November 2016 - February 2017 · 3 mos
Forethought Distributors, LLCBroker
July 2013 - March 2016 · 2 yrs 8 mos
Sanders Morris Harris INC.Broker
August 2012 - July 2013 · 11 mos
Edelman Financial Services LLC
August 2012 - July 2013 · 11 mos
United Brokerage Services INC
September 2011 - June 2012 · 9 mos
United Brokerage Services, INCBroker
May 2011 - June 2012 · 1 yr 1 mo
Jackson National Life Distributors LLCBroker
May 2006 - May 2011 · 5 yrs
Wesbanco Securities, INC.Broker
January 2006 - April 2006 · 3 mos
Planco Financial Services, INC.Broker
February 2000 - January 2006 · 5 yrs 11 mos
The Huntington Investment CompanyBroker
May 1998 - February 2000 · 1 yr 9 mos
Crestar Securities CorporationBroker
January 1998 - March 1998 · 2 mos
Dean Witter Reynolds INC.Broker
April 1995 - January 1998 · 2 yrs 9 mos
MML Investors Services, INC.Broker
April 1990 - March 1991 · 11 mos
Davenport & CO. of Virginia, INC.Broker
August 1987 - June 1988 · 10 mos
Johnston, Lemon & CO. IncorporatedBroker
May 1985 - August 1987 · 2 yrs 3 mos
Git Investment Services, INC.Broker
December 1984 - May 1985 · 5 mos
State Registrations2 states
LAVA
AdvisorBroker

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.
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