Taylor Jordan Walker
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.Mar 2025 to now
- Gideon Strategic Partners LLCFeb 2025 to now
- The Leaders Group IncFeb 2025 to now
- Avantax Advisory ServicesJul 2022 to Jan 2025
- Avantax Investment Services Inc.Jul 2022 to Jan 2025
- Haga KommerApr 2021 to Jan 2025
- First International Bank & TrustOct 2017 to Mar 2021
- Self-employmentJul 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (ND).
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
- 7567601
- Firm CRD
- 111052