Shawn Marcel Lefebvre
Investment adviser representative at Tlg Advisors, Inc.
29 yearsExperience
1 stateRegistered 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
29 years in the industry.
- Tlg Advisors, Inc.Apr 2017 to now
- The Leaders Group IncJan 2017 to now
- Pacific Southwest FinancialJan 2000 to now
- Provident Mutual LifeJun 1997 to now
- Lincoln InvestmentJun 2012 to Jan 2017
- Capital Analysts IncJan 2002 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2004
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
- 2449632
- Firm CRD
- 111052