Brandon Jason Avergon
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.Jul 2024 to now
- The Leaders Group IncMay 2024 to now
- International Insurance ConsultingJan 2023 to now
- Rampart Consulting GroupJan 2023 to now
- Trust ConsultingJan 2023 to now
- Rockefeller Financial LLCJun 2022 to Jan 2023
- Spearhead Capital Advisors, LLCMay 2021 to May 2022
- Spearhead Capital, LLCMay 2021 to May 2022
- Brookwood Securities PartnersMar 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6364277
- Firm CRD
- 111052