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Justin Sykes

11 Years of Experience
Franklin, TN
BrokerSells Insurance

Justin Sykes is a registered investment advisor at Tlg Advisors, INC., based in Franklin, TN, with 11 years of industry experience. Justin 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

725 Cool Springs Blvd, Ste. 600, Franklin, TN, 37067

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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

Justin works with Millennium Brokerage Group selling fixed life insurance, dedicating full-time hours to this activity. He is also an independent insurance agent selling life insurance, LTC, and annuities, spending a few hours per week on this. Justin is also an IAR Rep with TLG Advisors, Inc, but spends no time on this.

Employment History
Current Registrations
Tlg Advisors, INC.
December 2020 - Present · 5 yrs 5 mos
The Leaders Group, INC.
December 2020 - Present · 5 yrs 5 mos
The Leaders Group, INC.Broker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Nationwide Securities, LLC
June 2016 - January 2019 · 2 yrs 7 mos
Nationwide Securities, LLCBroker
March 2015 - January 2019 · 3 yrs 10 mos
Nationwide Investment Services CorporationBroker
November 2012 - March 2015 · 2 yrs 4 mos
State Registrations2 states
NCTN
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.
Justin Sykes - Financial Advisor | TrueAdvisor