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Alysia Ann Lindberg

Tcfg Investment Advisors, LLC

Camarillo, CA

Laguna Niguel, CA

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Current Employers
Tcfg Investment Advisors, Llc

28202 Cabot Rd Suite 300, Laguna Niguel, CA 92677 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-09-26
CO RA APPROVED 2023-04-12
CA RA APPROVED 2019-02-07
  • NC RA
    APPROVED
    Since 2023-09-26
  • CO RA
    APPROVED
    Since 2023-04-12
  • CA RA
    APPROVED
    Since 2019-02-07

Branch Locations

1601 Carmen Dr Suite 203E, Camarillo, CA 93010 • United States

28202 Cabot Rd Suite 300, Laguna Niguel, CA 92677 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tcfg Investment Advisors, Llc Laguna Niguel CA 09/2018 Present
Tcfg Wealth Management, Llc Laguna Niguel CA 06/2016 09/2018
Tcfg Wealth Management, Llc Laguna Niguel CA 09/2018 Present
Highland Advisors Llc / Accentrix Camarillo CA 01/2012 05/2026
  • 09/2018 → Present
    Tcfg Investment Advisors, Llc
    Laguna Niguel, CA
  • 06/2016 → 09/2018
    Tcfg Wealth Management, Llc
    Laguna Niguel, CA
  • 09/2018 → Present
    Tcfg Wealth Management, Llc
    Laguna Niguel, CA
  • 01/2012 → 05/2026
    Highland Advisors Llc / Accentrix
    Camarillo, CA
Other Businesses

TCFG Investment Advisors, LLC | 10/1/2018 | Investment-related | 28202 Cabot Rd, Ste 300, Laguna Niguel, CA 92677 | RIA / RIA Representative | 40 hrs/month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-07
  • S66 Uniform Combined State Law Examination
    2019-02-07
Other Names
  • Alysia Galloway
  • Alysia Lindberg

View on SEC IAPD

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