David Russell Rodgers
Investment adviser representative at Tlg Advisors, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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.
- The Yates AgencyMar 2025 to now
- Tlg Advisors, Inc.Dec 2019 to now
- The Leaders Group, Inc.Mar 2019 to now
- Millennium Brokerage GroupJan 2019 to Mar 2025
- NationwideApr 2010 to Dec 2018
- Nationwide Securities LLCApr 2010 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 2531172
- Firm CRD
- 111052