Aubrey John Richard Elam

Tlg Advisors, INC.

2 Years of Experience

1 DisclosureBrokerSells Insurance

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Areas of Practice

Investment ManagementRetirement PlanningEstate Planning

Tlg Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

282 advisors

Number of Clients

6,138 clients

Average Client Portfolio

$317K average

Assets Under Management

$1.9B

Fee Structure

Minimum Investment:$25K

Location

Charlotte, NC

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History

Regulatory History (1)

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Criminal

March 2019

Final Disposition

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Other Business ActivitiesSells Insurance

Aubrey is an Associate VP at EpicVanbridge LLC, selling variable products and working as an insurance business DBA, dedicating about a quarter of his time. He is also an Associate VP at Vanbridge, an Epic Company, selling fixed insurance products, which is a nearly full-time commitment, and an IAR Rep at TLG Advisors Inc.

Employment History

Current Registrations

Tlg Advisors, INC.

January 2024 - Present · 2 yrs 1 mo

The Leaders Group, INC.Broker

November 2023 - Present · 2 yrs 3 mos

The Leaders Group, INC.

November 2023 - Present · 2 yrs 3 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.