Andrew Joseph Mcfarland
Investment adviser representative at Tlg Advisors, Inc.
15 yearsExperience
2 statesRegistered in
$2.3BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Tlg Advisors, Inc.Mar 2023 to now
- BkaJan 2023 to now
- The Leaders Group IncJan 2023 to now
- First Republic Investment Management, IncApr 2021 to Jan 2023
- First Republic Securities Company, LLCApr 2021 to Jan 2023
- Crump Life Insurance ServicesMar 2021 to Apr 2021
- P.J. Robb Variable Corp.Mar 2021 to Apr 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2011 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
Tlg Advisors, Inc.
$2.3BAssets managed
5,161Clients
298Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2151812
- Firm CRD
- 111052