Timothy Linaugh

Employer firm

Tlg Advisors, Inc. CRD 111052

$2.30B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2007 → 12/2016
  Capital Analysts Inc
  Radnor, PA
• 06/2012 → 12/2016
  Lincoln Investment
  La Jolla, CA
• 01/2017 → Present
  The Leaders Group Inc
  Littleton, CO
• 09/2006 → Present
  Pacific Southwest Financial/Capitas Financial
  San Diego, CA

Previous Registrations

• 2012-06-04 → 2017-04-11
  Capital Analysts
  La Jolla, CA
• 2012-06-01 → 2016-12-31
  Lincoln Investment
  San Diego, CA
• 2008-05-02 → 2012-06-01
  Cincinnati Analysts, Inc.
  La Jolla, CA

Other Businesses

1.) PACIFIC SOUTHWEST FINANCIAL - 9/1/2008 - 9915 Mira Mesa Blvd, Suite 110, San Diego, CA 92131 - Sales Vice President, assist other insurance producers with their life insurance business as a general agent, help insurance producers with design, product, underwriting and delivery of life insurance products, Invt Rel, 180 hrs/mo;100 hrs/mo (during trading hours). 2.) PACIFIC SOUTHWEST FINANCIAL - 7/24/2006 - 9915 Mira Mesa Blvd, Suite 110, San Diego, CA 92131 - Sales Vice President, sell fixed insurance products, life insurance, long term care, fixed annuities; life settlements, Invt Rel, 180 hrs/mo;100 hrs/mo (during trading hours). 3.) PACIFIC SOUTHWEST FINANCIAL - 11/17/2015 - 9915 Mira Mesa Blvd, Suite 110, San Diego, CA 92131 - Broker/Advisor, analyzing the sale of life insurance products and advising clients about life settlement markets, life settlements, Invt Rel, 2 hrs/mo;0 hrs/mo (during trading hours). 4.) TLG ADVISORS, INC. - 1/1/2017 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 5.) LINAUGH FINANCIAL SERVICES - 4/21/23 - 9915 Mira Mesa Blvd, Suite 110, San Diego CA 92131 - Principal/Financial Planner, Financial Planning and Financial Services, Retail Financial Services, 40 hrs/mo; 40hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2007-10-04

Other Names

• Timothy Patrick Linaugh