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Andrew Mcfarland

Tlg Advisors, INC.
34 Years of Experience
Elmira, NY
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Andrew Mcfarland is a registered investment advisor at Tlg Advisors, INC., based in Elmira, NY, with 34 years of industry experience. Andrew 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

244 W Water Street, Suite 204, Elmira, NY, 14901

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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.
Customer Dispute
April 2007
Denied
Customer Dispute
August 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Andrew is involved in insurance sales through BKA Financial, focusing on life insurance solutions and dedicating full-time hours to this endeavor. He is also an Investment Advisor Representative (IAR) with TLG Advisors Inc, but spends no time on this activity.

Employment History
Current Registrations
Tlg Advisors, INC.
March 2023 - Present · 3 yrs 7 mos
The Leaders Group, INC.Broker
January 2023 - Present · 3 yrs 9 mos
The Leaders Group, INC.
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
First Republic Investment Management, INC.
April 2021 - January 2023 · 1 yr 9 mos
First Republic Securities Company, LLCBroker
April 2021 - January 2023 · 1 yr 9 mos
P.J. Robb Variable CorporationBroker
March 2021 - April 2021 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2011 - March 2021 · 9 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2011 - March 2021 · 9 yrs 8 mos
Valmark Securities, INC.Broker
November 2010 - July 2011 · 8 mos
Metlife Investors Distribution CompanyBroker
December 2004 - July 2010 · 5 yrs 7 mos
Metlife Investors Distribution CompanyBroker
January 2002 - December 2004 · 2 yrs 11 mos
Equitable Distributors, INC.Broker
November 2000 - January 2002 · 1 yr 2 mos
AXA Advisors, LLCBroker
November 1991 - November 2000 · 9 yrs
The Equitable Life Assurance Society of the United StatesBroker
November 1991 - January 2000 · 8 yrs 2 mos
State Registrations2 states
CANY
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.
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