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Brian Keith Parker

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.

  1. Tlg Advisors, Inc.May 2019 to now
  2. Union Bridge CapitalMay 2019 to now
  3. Parker Poe Adams & BersteinDec 2015 to now

Exams passed

No exams in this record.

State registrations

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

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
5686702
Firm CRD
111052
Advisor's SEC record (opens in a new tab)
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