Daoqi Yang

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

• 02/2018 → 01/2021
  Transamerica Financial Advisors, Inc
  Bridgeport, MI
• 11/2017 → 01/2021
  World Financial Group, Inc.
  Bridgeport, MI
• 01/2000 → 01/2021
  Author
  Troy, MI
• 08/2013 → 08/2021
  Ally Financial
  Detroit, MI
• 01/2021 → Present
  The Leaders Group, Inc.
  Littleton, CO
• 08/2021 → 01/2024
  Vmware, Inc.
  Palto Alto, CA

Other Businesses

1.) BOOKWRITING AND BOOK PUBLISHING - 6/1/2000 - 2920 Santia Drive, Troy, MI 48085 - author, Book writing and book selling, not investment related, write books and publish them, 4 hrs/mo; 0 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 5/13/2021 - 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). 3.) DF9 INVEST LLC - 5/20/2024 - 2920 Santia Dr, Troy, MI 48085 - Owner, Sell fixed insurance products such as whole life, IUL, fixed annuities, long-term care, disability insurance, Not Invt Rel, Insurance business, 4 hrs/mo; 0 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-04
• S63 Uniform Securities Agent State Law Examination
  2018-02-28

Other Names

• Doug Yang