Ashlee Vingle howard
Investment adviser representative at Tlg Advisors, Inc.
10 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
10 years in the industry.
- Tlg Advisors, Inc.Sep 2024 to now
- The Leaders Group IncJan 2023 to now
- Comprehensive Benefit ConsultantsMar 2025 to May 2025
- Momenta BenefitsMay 2022 to Feb 2025
- UnemployedJun 2021 to May 2022
- Crown Capital Securities, LPSep 2018 to Jun 2021
- Benefit EquityApr 2018 to Jun 2021
- UnemployedApr 2017 to Mar 2018
- Morgan Stanley Private Bank, National AssociationSep 2015 to Mar 2017
- Morgan StanleyAug 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5620045
- Firm CRD
- 111052