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Tcfg Investment Advisors, LLC CRD 166606
$639M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
28202 Cabot Rd Suite 300, Laguna Niguel, CA 92677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-12-22 |
Branch Locations
116 Cleveland Ave, N.W., Ste 317, Canton, OH 44702 • United States
28202 Cabot Rd Suite 300, Laguna Niguel, CA 92677 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Canton | OH | 09/2013 | Present |
| Tcfg Wealth Management, Llc | Laguna Niguel | CA | 12/2017 | Present |
| Tcfg Investment Advisors, Llc | Laguna Niguel | CA | 12/2017 | Present |
| Tcfg Insurance Solutions, Llc | Laguna Niguel | CA | 12/2017 | Present |
Milan & Associates LLC | 1/1/2017 | Not investment related | Tax preparer | 116 Cleveland Ave NW Ste 317 Canton, OH 44702 | 5 hours/month | Prepare taxes for individuals, small businesses and corporations | TCFG Investment Advisors, LLC | 12/2017 | Investment related | IA Rep | 28202 Cabot Rd, Ste. 300, Laguna Niguel, CA 92677 | TCFG Insurance Solutions, LLC | Not investment related | 12/2017 | Insurance Agent | 28202 Cabot Rd, Ste. 300, Laguna Niguel, CA 92677 |
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