IZ
Igor A. Zey
TLG ADVISORS
Tarzana, CA 91356
Some features on this profile are disabled
CRD#: 1086097
IZ
Professional summary
Igor A Zey, CFP®, ChFC®, CLU®, who also goes by Igor A. Zey, Igor Zey, Igor Alexandrovich Zeylikovich, is a registered financial advisor currently at TLG ADVISORS, INC. located in Tarzana, California and THE LEADERS GROUP, INC. located in Tarzana, California.
Igor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Igor has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Igor A. Zey | Igor Zey | Igor Alexandrovich Zeylikovich
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) PROFESSIONAL FINANCIAL RESOURCES, INC. - 3/1/1997 - 18801 Ventura Blvd, Suite 207, Tarzana, CA 91356 - President/CEO, Expert witness, forensic financial planning testimony, Insurance business, Not Invt Rel, 10 hrs/mo; 0 hrs/mo (during trading hours). 2.) ZEY FINANCIAL & INS SVCS, INC. - 1/1/2009 - 18801 Ventura Blvd, Suite 207, Tarzana, CA 91356 - President & CEO, Selling life insurance, disability and LTC, Insurance business, Not Invt Rel, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) TOTAL FINANCIAL - 10/1/2008 - 11835 W Olympic Blvd, Suite 600, Los Angeles, CA 90064 - Sales, Fixed business GA, Not Invt Rel, 0 hrs/mo; 0 hrs/mo (during trading hours). 4.) FFR - 1/1/2009 - 100 Spectrum Center Drive, Suite 400 Irvine, CA 92618 - Principal, Sell life insurance, fixed life insurance sales business, Not Invt Rel, 200 hrs/mo; 200 hrs/mo (during trading hours). 5.) TLG ADVISORS, INC. - 1/12/2016 - 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). 6.) CAL LUTHERAN UNIVERSITY - 05/26/2022 - 18801 Ventura Blvd., #207, Tarzana, CA 91356 - Professor, Teaching, Not Invt Rel, 20 hrs/mo; 0 hrs/mo (during trading hours). 7.) PFR INC - 09/26/2010 - 18801 Ventura Blvd., #207, Tarzana, CA 91356 - Testimony, Calculation of IRR on assets for support in divorce cases, Not Invt Rel, 5 hrs/mo; 0 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Igor A Zey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1993
Experience
Current
January 14, 2016 - Present
TLG ADVISORS, INC.
Office #1: 18801 Ventura Blvd Suite 207, Tarzana, CA 91356RIA
CRD#: 111052
Tarzana, CA
Current
October 17, 2012 - Present
THE LEADERS GROUP, INC.
Office #1: 18801 Ventura Blvd Suite 207, Tarzana, CA 91356BD
CRD#: 37157
Tarzana, CA
Past
September 21, 2010 - April 1, 2011
THE LEADERS GROUP, INC.
BD
CRD#: 37157
SUMMIT, NJ
Past
November 30, 2007 - November 6, 2008
OGILVIE SECURITY ADVISORS CORPORATION
RIA
CRD#: 10105
LOS ANGELES, CA
Past
November 2, 2007 - November 6, 2008
OGILVIE SECURITY ADVISORS CORPORATION
BD
CRD#: 10105
LOS ANGELES, CA
Past
March 11, 2004 - September 25, 2007
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
LOS ANGELES, CA
Past
February 14, 1983 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
February 14, 1983 - September 25, 2007
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
LOS ANGELES, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TLG ADVISORS, INC.
ABUNDANT WEALTH MANAGEMENT | XCEPTION ADVISORY GROUP | WILLIAM STAPLES INS & FINANCIAL SVCS INC | WEALTH STRATEGIES GROUP | WEALTH ADVANTAGE GROUP | TLG ADVISORS, INC. | THE WADSWORTH GROUP | STRATEGIC PLANNING GROUP PLLC | STARLIGHT PORTFOLIOS | SENIOR FINANCIAL PLANNING LLC | RIVERTREE FINANCIAL PLANNING LLC | RESOURCE INSURANCE & FINANCIAL GROUP | RAABE & ASSOCIATES | PASSERELLE ADVISORS | PACIFIC PEAK ADVISORS | PACIFIC CAPITAL STRATEGIES, INC. | MILESTONE FINANCIAL SOLUTIONS | MACK FINANCIAL GROUP, INC | INSLEY INVESTMENT GROUP LLC | INSLEY INVESTMENT GROUP | HN WEALTH MANAGEMENT | HANSON WEALTH MANAGEMENT | GIDEON STRATEGIC PARTNERS, | GERRARD ADVISORS LLC | GARLIKOV ADVISORS INC | CLARITY FINANCIAL | CANTILEVER WEALTH MANAGEMENT LLC | ASSET MANAGEMENT GROUP
CRD#: 111052 / SEC#: 801-60458
RIA
Registered Investment Advisory firm - (8/6/2001 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/17/2012)
IAR
California(1/14/2016)
RR
Florida(2/5/2019)
RR
Nevada(2/26/2021)
RR
Ohio(12/20/2018)
RR
Washington(6/28/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TLG ADVISORS, INC.
ABUNDANT WEALTH MANAGEMENT | XCEPTION ADVISORY GROUP | WILLIAM STAPLES INS & FINANCIAL SVCS INC | WEALTH STRATEGIES GROUP | WEALTH ADVANTAGE GROUP | TLG ADVISORS, INC. | THE WADSWORTH GROUP | STRATEGIC PLANNING GROUP PLLC | STARLIGHT PORTFOLIOS | SENIOR FINANCIAL PLANNING LLC | RIVERTREE FINANCIAL PLANNING LLC | RESOURCE INSURANCE & FINANCIAL GROUP | RAABE & ASSOCIATES | PASSERELLE ADVISORS | PACIFIC PEAK ADVISORS | PACIFIC CAPITAL STRATEGIES, INC. | MILESTONE FINANCIAL SOLUTIONS | MACK FINANCIAL GROUP, INC | INSLEY INVESTMENT GROUP LLC | INSLEY INVESTMENT GROUP | HN WEALTH MANAGEMENT | HANSON WEALTH MANAGEMENT | GIDEON STRATEGIC PARTNERS, | GERRARD ADVISORS LLC | GARLIKOV ADVISORS INC | CLARITY FINANCIAL | CANTILEVER WEALTH MANAGEMENT LLC | ASSET MANAGEMENT GROUP
CRD#: 111052 / SEC#: 801-60458
RIA
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Contact information
Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
Phone number
(888) 371-0013
Established
Firm type
Fiscal year end
# of Employees
280
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,331 |
| AUM (Assets Under Management) | $ 1,948,103,893 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
