Catrina Renee Beauchamp
Investment adviser representative at Tlg Advisors, Inc.
10 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
10 years in the industry.
- Tlg Advisors, Inc.Apr 2023 to now
- The Leaders Group IncDec 2022 to now
- Bobcat Business VenturesJan 2021 to now
- Boulevard Family WealthNov 2020 to Oct 2022
- Mas Advisors LLCFeb 2020 to Oct 2020
- Mas Life Services LLCMay 2018 to Jan 2020
- Investors Preferred Life Management, LLCOct 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 3071861
- Firm CRD
- 111052