Weldon Williamson Doe

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

• 03/2014 → Present
  The Leaders Group Inc
  Littleton, CO
• 02/2014 → Present
  Strategic Planning
  Madison, MS

Other Businesses

1.) STRATEGIC PLANNING GROUP - 2/1/2014 - 1700 Leila Drive, Suite 110, Jackson, MS 39216 - Associate, Advisor, Securities and insurance business, Invt Rel, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS, INC. - 6/14/2017 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) BONNIE CREST COMPANY - 7/1/2024 - 2418 Lake Circle Jackson, MS 39211 - Owns land & property management, Given 1 share of stock and now trustee of Grandchildren's trust that own 49. Acting as president and make decisions in best interest of Corporation, Not Invt Rel, 10 hrs/mo; 10 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-13
• S63 Uniform Securities Agent State Law Examination
  2014-03-25