EC
Edwin G. Colvin
TLG ADVISORS
Jacksonville, FL 32258
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CRD#: 1363448
EC
Professional summary
Edwin George Colvin JR, who also goes by Ed Colvin, Eddie Colvin, Edwin Georgia Colvin Jr, is a registered financial advisor currently at TLG ADVISORS, INC. located in Jacksonville, Florida and THE LEADERS GROUP, INC. located in Jacksonville, Florida.
Edwin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Edwin has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ed Colvin | Eddie Colvin | Edwin Georgia Colvin Jr
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.) PINNACLE GROUP - 6/1/2009 - 12724 Gran Bay Pkwy, Lakeside 1, Suite 150, Jacksonville FL 32258 - Agent & Partner/Owner, as agent-pinnacle serves our back office and marketing support roles to provide and service life insurance and annuity products for our clients, as partner/owner-passive role only, life insurance & annuity brokerage services, Invt Rel, 10 hrs/mo;10 hrs/mo (during trading hours). 2.) RENTAL REAL ESTATE MGMT - 1/1/1998 - 1479 Falkirk Lane, SW Kennesaw, GA 30152 - Owner & Ppty Mgmt, marketing and managing residential real estate for short term rental, short term rental & property management, Not Invt Rel, 10 hrs/mo;5 hrs/mo (during trading hours). 3.) STRATEGIC BUNDLES/MY STRATEGIC BUNDLES LLC - 6/15/2009 - 1479 Falkirk Lane, NW Kennesaw, GA 30152 - Ins Brokerage General Agent/Partner, financial advisory services including fee based asset management and the sale and servicing of life insurance and annuity products to the consumer marketplace, financial advisory services including fee based asset management and the sale and servicing of life insurance and annuity products to the consumer marketplace, Invt Rel, 80 hrs/mo;70 hrs/mo (during trading hours). 4.) TLG ADVISORS INC - 8/27/2009 - 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). 5.) A3 LLC - 1/1/2008 - 1479 Falkirk Lane, NW Kennesaw, GA 30152 - General Partner-Owner, Short Term Rental and Investor, Real Estate Investment & Short Term Rental Property Management, Not Invt Rel, 1 hrs/mo; 0 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Edwin George Colvin JR'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®
NoneExperience
Current
September 1, 2009 - Present
TLG ADVISORS, INC.
Office #1: 12724 Gran Bay Pkwy, Lakeside 1, Suite 150, Jacksonville, FL 32258RIA
CRD#: 111052
Jacksonville, FL
Current
June 30, 2009 - Present
THE LEADERS GROUP, INC.
Office #1: 12724 Gran Bay Pkwy, Lakeside 1, Suite 150, Jacksonville, FL 32258BD
CRD#: 37157
Jacksonville, FL
Past
April 29, 2003 - July 20, 2009
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
KENNESAW, GA
Past
May 1, 1985 - July 20, 2009
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
KENNESAW, GA
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
District of Columbia(11/22/2022)
RR
Florida(6/30/2009)
RR
Georgia(6/30/2009)
IAR
Georgia(9/1/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TLG ADVISORS, INC.
CRD#: 111052Jacksonville, FL 32258TRUST BUT VERIFY
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