Timothy D. Soules

Employer firm

Tcfg Investment Advisors, LLC CRD 166606

$639M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2000 → 10/2018
  Edward Jones
  St. Louis, MO
• 01/2019 → Present
  Tcfg Wealth Management, Llc
  Laguna Niguel, CA
• 01/2019 → Present
  Tcfg Investment Advisors, Llc
  Laguna Niguel, CA
• 01/2019 → Present
  Tcfg Insurance Solutions, Llc
  Laguna Niguel, CA

Previous Registrations

• 2007-02-09 → 2018-11-16
  Edward Jones
  Willow Park, TX

Other Businesses

TCFG Insurance Solutions | Not investment related | 1/18/2019 | Insurance Agent | 28202 Cabot Rd #300, Laguna Niguel, CA 92677 | 40 hours/month during trading hours | insurance products and service for retail clients. provide best interest solutions for clients through the use of insurance products | TCFG Investment Advisors | Investment related | 1/18/2019 | Investment Advisor | 28202 Cabot Rd #300, Laguna Niguel, CA 92677 | 40 hours/month during trading hours | Assess client needs and goals, then match appropriate investments to help them reach their needs and goals within their risk tolerance | Soules Wealth Management , LLC| DBA| Investment Related| Owner| 126 South Ranch House Road, Suite 200, Willow Park, TX 76008 | 160 hours/month Soules Ranches | Not investment related | 1/1/1983 | Aledo, TX | Owner | 80 hours/month | All day to day operations, including labor and decision making for al aspects of the enterprise |

Exams

• S66 Uniform Combined State Law Examination
  2007-01-26
• S63 Uniform Securities Agent State Law Examination
  2001-03-01

Other Names

• Timothy D. Soules
• Timothy Douglas Soules