Kimberly Jo Galbraith
Investment adviser representative at Tlg Advisors, Inc.
25 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
25 years in the industry.
- Tlg Advisors, Inc.Mar 2026 to now
- Epic Wealth Management, LLCApr 2022 to Mar 2026
- Raymond James Financial Services Advisors Inc.Jun 2018 to Apr 2022
- Raymond James Financial Services, IncMay 2018 to Apr 2022
- Key Fit ClubJan 2012 to Jun 2019
- Key Health Institute of EdmondJan 2012 to Jan 2017
- Pfs Investments IncSep 2001 to May 2018
- Primerica Financial ServicesAug 2001 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (LA, OK).
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
- 4456883
- Firm CRD
- 111052