Timothy D. Soules
Investment adviser representative at Tcfg Investment Advisors, LLC
26 yearsExperience
4 statesRegistered 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
26 years in the industry.
- Tcfg Investment Advisors, LLCJan 2019 to now
- Tcfg Insurance Solutions, LLCJan 2019 to now
- Tcfg Wealth Management, LLCJan 2019 to now
- Edward JonesDec 2000 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 4 states (CO, GA, NM, 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
- 4328561
- Firm CRD
- 166606