Li yang Lee
Investment adviser representative at Tlg Advisors, Inc.
21 yearsExperience
1 stateRegistered in
$2.3BFirm assets
25 yearsFirm in business
Are you Li yang Lee? Claim your profile
Contact this firm
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
21 years in the industry.
- Tlg Advisors, Inc.Oct 2020 to now
- The Leaders Group, Inc.Oct 2020 to now
- Quantum Ai Fin & Ins AgencySep 2020 to now
- WfgMay 2010 to now
- Rental PropertyOct 2005 to now
- Ping An Group, Inc Ping An Insurance CenterAug 2013 to Oct 2020
- UnemployedJan 2012 to Sep 2020
- Transamerica Financial Advisors, Inc.Jan 2012 to Oct 2018
- Aez RealtySep 2011 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5864546
- Firm CRD
- 111052