Douglas Reid Burford
Investment adviser representative at Tlg Advisors, Inc.
22 yearsExperience
2 statesRegistered 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
22 years in the industry.
- Tlg Advisors, Inc.Jan 2026 to now
- Simplicity InvestmentsJan 2026 to now
- Lincoln Financial DistributorsJun 2025 to now
- UnemployedDec 2024 to May 2025
- Fidelity InvestmentsOct 2023 to Nov 2024
- Cuso Financial Services, LPApr 2022 to Sep 2023
- UnemployedMay 2021 to Mar 2022
- Truist Securities, Inc.Aug 2020 to Apr 2021
- Suntrust Robinson Humphrey, Inc.Aug 2020 to Aug 2020
- Bb&t Securities, LLCJan 2013 to Aug 2020
- Scott & Stringfellow, IncMar 2004 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (IN, VA).
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
- 4075084
- Firm CRD
- 111052