Adriana Olivare Beltran romeo
Investment adviser representative at Tlg Advisors, Inc.
17 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
17 years in the industry.
- Tlg Advisors, Inc.Mar 2026 to now
- Simplicity InvestmentsMar 2026 to now
- LincolnFeb 2026 to now
- UnemployedOct 2025 to Feb 2026
- AscensusJul 2023 to Oct 2025
- UnemployedMay 2023 to Jul 2023
- Ascensus College SavingsMar 2021 to May 2023
- TD AmeritradeJun 2020 to Mar 2021
- Edward JonesJun 2019 to Apr 2020
- Guide My FinancesJan 2018 to Jun 2019
- Woodbury Financial ServicesJan 2018 to Apr 2019
- UnemployedOct 2017 to Jan 2018
- Natural Health SolutionsJun 2009 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6896179
- Firm CRD
- 111052