Seth W. Trickle
Investment adviser representative at Tlg Advisors, Inc.
12 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
12 years in the industry.
- Tlg Advisors, Inc.Dec 2025 to now
- The Leaders Group, Inc.Dec 2025 to now
- Gbs Insurance and Financial ServicesSep 2025 to now
- Cps Financial & Insurance Services, Inc.Aug 2022 to Sep 2025
- UnemployedSep 2021 to Jul 2022
- Griffin Capital Securities, LLCJan 2019 to Sep 2021
- UnemployedNov 2018 to Jan 2019
- Deawm Distributors, IncAug 2014 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5874656
- Firm CRD
- 111052