William Robert Staples
Investment adviser representative at Tlg Advisors, Inc.
25 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
25 years in the industry.
- Tlg Advisors, Inc.Sep 2020 to now
- The Leaders Group, Inc.Jul 2020 to now
- William Staples Insurance & Financial Services, Inc.Jul 2020 to now
- Nationwide Securities, LLCJan 2002 to Jul 2020
- Nationwide/marshalls InsuranceJun 2001 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 4499466
- Firm CRD
- 111052