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ChFC
BB
ChFC

Barwick Barfield

Tlg Advisors, INC.
26 Years of Experience
Baton Rouge, LA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Barwick Barfield is a ChFC-designated registered investment advisor at Tlg Advisors, INC., based in Baton Rouge, LA, with 26 years of industry experience. Barwick 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
—
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Location

Baton Rouge, LA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Barwick is an independent insurance agent since 2007, dedicating a few hours per week to this activity. He is also an investment advisor with TLG Advisors Inc, spending about half his time on this securities-related role.

Employment History
Current Registrations
Tlg Advisors, INC.
March 2007 - Present · 19 yrs 7 mos
The Leaders Group, INC.Broker
February 2007 - Present · 19 yrs 8 mos
Previous Registrations
Summit Financial Group INC
May 2003 - February 2006 · 2 yrs 9 mos
Summit Brokerage Services, INC.Broker
March 2003 - February 2006 · 2 yrs 11 mos
Coleman & Company Securities, INC.Broker
July 2001 - August 2002 · 1 yr 1 mo
Locust Street Securities, INC.Broker
December 1999 - March 2000 · 3 mos
Providian Securities CorporationBroker
September 1996 - August 1997 · 11 mos
Providian Securities CorporationBroker
May 1994 - September 1995 · 1 yr 4 mos
State Registrations4 states
GALASCTX
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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