Erin Murray Williams

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

• 07/2009 → 01/2017
  Girard Securities, Inc.
  San Diego, CA
• 07/2009 → 01/2017
  Axis Advisors, Inc.
  Irvine, CA
• 01/2017 → 04/2017
  Balboa Wealth Partners, Inc. Dba Sb Wealth Strategies
  Newport Beach, CA
• 04/2017 → Present
  Tcfg Wealth Management, Llc
  Laguna Niguel, CA
• 04/2017 → Present
  Tcfg Investment Advisors, Llc
  Laguna Niguel, CA
• 04/2017 → Present
  Tcfg Insurance Solutions, Llc
  Laguna Niguel, CA

Previous Registrations

• 2017-01-18 → 2017-04-28
  Balboa Wealth Partners, Inc.
  Mission Viejo, CA
  Scottsdale, AZ
• 2009-07-17 → 2016-12-27
  Girard Securities, Inc.
  Mission Viejo, CA
  Corpus Christi, TX
• 2010-09-15 → 2011-12-31
  Axis Advisors, Inc.
  Mission Viejo, CA
• 2008-09-02 → 2009-07-28
  Financial Counseling Resources Llc
  Los Alamitos, CA
• 2008-09-02 → 2009-07-16
  Npb Financial Group, Llc
  Santa Ana, CA

Other Businesses

ErinMW, Inc. | DBA Securities related | 7/1/2015 | President/Owner | 37 Vista Encanta San Clemente, CA 92672 | OBA is Scorp so number hours 0 or 100% | TCFG Insurance Solutions, LLC | 5/1/2017 | Not investment related | Insurance Agent | 28202 Cabot Rd, #300, Laguna Niguel, CA 92677 | 5% of time working TCFG Investment Advisors, LLC | 5/1/2017 | Investment related | RIA Representative | 28202 Cabot Rd, #300, Laguna Niguel, CA 92677 | 75% of time working

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-03
• S63 Uniform Securities Agent State Law Examination
  1992-04-21

Other Names

• Erin M Williams
• Erin Murray Patton