WB
William M. Biles
TLG ADVISORS
Boston, MA 02114
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CRD#: 1895889
WB
Professional summary
William Monroe Biles, CFP®, who also goes by Will Biles, is a registered financial advisor currently at TLG ADVISORS, INC. located in Boston, Massachusetts and THE LEADERS GROUP, INC. located in Summit, New Jersey.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. William has worked at 14 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Will Biles
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.) BLUESTONE INSURANCE/PLAN - 6/1/2022 - 139 Charles Street, Suite 398, Boston, MA 02114 - Wholesaler, Sales accessing UBS, Invt Rel, Insurance buisiness, 20 hrs/mo; 20 hrs/mo (during trading hours). 2.) CAROLINAS INSURANCE GROUP - 1/2/1995 - 3002 Bridle Brook Way, Charlotte, NC 28270 - Owner, No active duties, Not Invt Rel, Insurance business, 0 hrs/mo; 0 hrs/mo (during trading hours). 3.) INSURANCE CONSULTING & DESIGN - 7/8/2020 - 3002 Bridle Brook Way, Charlotte, NC 28270 - President, Sales, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 4.) TLG ADVISORS INC - 6/8/2022 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view William Monroe Biles'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: 2018
Experience
Current
November 3, 2022 - Present
TLG ADVISORS, INC.
Office #1: 139 Charles Street, Suite 398, Boston, MA 02114RIA
CRD#: 111052
Boston, MA
Current
June 13, 2022 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901BD
CRD#: 37157
SUMMIT, NJ
Past
February 28, 2018 - July 8, 2020
INVESTACORP ADVISORY SERVICES INC
RIA
CRD#: 109011
CHARLOTTE, NC
Past
February 28, 2018 - July 8, 2020
INVESTACORP, INC.
BD
CRD#: 7684
Charlotte, NC
Past
January 30, 2017 - August 22, 2017
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
CHARLOTTE, NC
Past
April 7, 2016 - August 22, 2017
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
CHARLOTTE, NC
Past
September 6, 2013 - March 17, 2016
SAYBRUS EQUITY SERVICES, LLC
BD
CRD#: 153319
HARTFORD, CT
Past
July 8, 2002 - July 3, 2003
OSAIC WEALTH, INC.
RIA
CRD#: 23131
BLOWING ROCK, NC
Past
May 29, 2002 - July 3, 2003
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
November 21, 2001 - May 30, 2002
THE LEADERS GROUP, INC.
BD
CRD#: 37157
SUMMIT, NJ
Past
February 11, 1996 - December 11, 2001
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
EL SEGUNDO, CA
Past
November 4, 1994 - December 11, 1995
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
ATLANTA, GA
Past
October 5, 1993 - September 13, 1994
NATIONSSECURITIES
BD
CRD#: 32542
Past
November 24, 1992 - October 28, 1993
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Past
January 10, 1992 - November 24, 1992
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
EL SEGUNDO, CA
Past
May 3, 1990 - July 20, 1992
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION
BD
CRD#: 5178
FORT WAYNE, IN
Past
November 23, 1988 - October 11, 1989
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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
North Carolina(6/13/2022)
IAR
North Carolina(11/3/2022)
Exams
State Security Law Exam
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
Registered Investment Advisory firm - (8/6/2001 Approved)Upgrade to AdvisorCheck Premium
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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#: 111052Boston, MA 02114TRUST BUT VERIFY
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