James Rouse Lingle
Investment adviser representative at Tlg Advisors, Inc.
16 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
16 years in the industry.
- Tlg Advisors, Inc.Jul 2020 to now
- The Leaders Group, IncJul 2020 to now
- Ifinancial Insurance GroupJan 2010 to now
- The Prudential Insurance Company of AmericaMar 2016 to Jul 2020
- Pruco Securities, LLCNov 2015 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 6592865
- Firm CRD
- 111052