William S Gallon
Investment adviser representative at Tlg Advisors, Inc.
11 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
11 years in the industry.
- Tlg Advisors, Inc.Sep 2026 to now
- The Leaders Group IncMar 2025 to now
- Gideon Strategic PartnersJun 2023 to now
- Williams CollegeSep 2024 to Dec 2024
- Pine Cobble SchoolNov 2022 to May 2023
- ZetiJun 2022 to Aug 2022
- Williams CollegeSep 2021 to Nov 2021
- Winward SchoolJun 2020 to Aug 2022
- StudentMar 2015 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8066908
- Firm CRD
- 111052