James Leonard Mills
Investment adviser representative at Tlg Advisors, Inc.
13 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
13 years in the industry.
- Tlg Advisors, Inc.Jun 2026 to now
- Ironvest FinancialJun 2026 to now
- The Leaders Group, Inc dba Simplicity InvestmentsApr 2025 to now
- Brokerage Solutions LLCApr 2025 to Jun 2026
- Nationwide Investment Services CorporationJun 2021 to Mar 2025
- Touchstone Securities, Inc.Aug 2018 to Jun 2021
- Western & Southern Financial GroupAug 2018 to May 2021
- PNCOct 2017 to Jul 2018
- UnemployedMay 2017 to Oct 2017
- AmericorpsNov 2016 to May 2017
- Lowe's HardwareFeb 2013 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7010465
- Firm CRD
- 111052