Carl Lance Huntley
Investment adviser representative at Tcfg Investment Advisors, LLC
11 yearsExperience
1 stateRegistered in
$639.4MFirm assets
13 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Tcfg Investment Advisors, LLCJul 2024 to now
- Thornhill SecuritiesFeb 2022 to Aug 2022
- Newchip Capital, LLCSep 2018 to Apr 2019
- MML Investors Services, LLCJul 2018 to Dec 2018
- Tcfg Investment Advisors, LLCMay 2018 to Feb 2020
- Tcfg Wealth Management, LLCMay 2018 to Feb 2020
- MassmutualMay 2018 to Dec 2018
- Red Oak Compliance, LLCApr 2018 to Jul 2026
- Clh Compliance, LLCFeb 2018 to Jul 2026
- Microventure Marketplace Inc.May 2017 to Jan 2018
- Honest Advisors, LLCOct 2015 to May 2017
- Honest Dollar, Inc.Oct 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (TX).
Tcfg Investment Advisors, LLC
$639.4MAssets managed
2,334Clients
31Advisers
13 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
- 2689997
- Firm CRD
- 166606