James M Benages
Investment adviser representative at Tlg Advisors, Inc.
11 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
11 years in the industry.
- Tlg Advisors, Inc.Nov 2024 to now
- The Leaders Group IncOct 2024 to now
- Resource Ins & Fin GroupSep 2024 to now
- LPL Financial LLCOct 2018 to Oct 2024
- Numark Credit UnionMay 2016 to Nov 2019
- Cetera Advisor NetworksSep 2015 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5619592
- Firm CRD
- 111052