CRD: 166606
Tcfg Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company · Equity Trust · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-09-2013
- Office Locations
- 26
Office Locations
About Tcfg Investment Advisors, LLC
TCFG Investment Advisors, LLC (Certus Financial Group) supports financial professionals and investors with wealth management solutions, including retirement planning, portfolio construction, and asset management tools, plus access to insurance and annuity providers. The firm differentiates with transition support, dedicated compliance guidance, and full back-office admin/concierge services, delivered through platforms like NetX360, Docupace, MoneyGuide, and Envestnet.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
RICHARD JAMES ROBERTS
President
- CRD
- #2145874
- Ownership
- Less than 5%
Deetra Marie Tesla
Chief Compliance Officer
- CRD
- #2567278
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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RUSSELL A ANDREWS
Managing Director
- CRD
- #1702479
Ryan Lawrence Brandon
Operations Manager
- CRD
- #7725903
Showing 2 of 33 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $639,411,822 | $294,524 |
| Non-Discretionary | $0 | -- |
| Total | $639,411,822 | $294,524 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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