Richard Scott Maholchic
Investment adviser representative at Tlg Advisors, Inc.
16 yearsExperience
1 stateRegistered in
ChFC®Designation
$2.3BFirm assets
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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
16 years in the industry.
- Tlg Advisors, Inc.Jun 2017 to now
- Pacific Southwest FinancialJun 2017 to now
- The Leaders Group, Inc.Jun 2017 to now
- Capitas Distributors, Inc.Sep 2010 to now
- Lincoln Investment PlanningFeb 2014 to Jun 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2332086
- Firm CRD
- 111052