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James "nmn" Kotagides

Investment adviser representative at T.T.G. Financial, Inc.
30 yearsExperience
1 stateRegistered in
$194MFirm assets
6 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
  • Pension consulting

Experience

30 years in the industry.

  1. T.T.G. Financial, Inc.Oct 2006 to now
  2. Guardian Life Ins CoDec 2003 to now
  3. SelfJun 1996 to now

Exams passed

  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 1 state (OH).

T.T.G. Financial, Inc.

$194MAssets managed
207Clients
3Advisers
6 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
4774339
Firm CRD
129004
Advisor's SEC record (opens in a new tab)
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