DB
Douglas R. Burford
TLG ADVISORS
Richmond, VA
Some features on this profile are disabled
CRD#: 4075084
DB
Professional summary
Douglas Reid Burford, who also goes by Douglas Reid Burford, Douglas Burford, Reid Burford, is a registered financial advisor currently at TLG ADVISORS, INC. located in Richmond, Virginia and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Douglas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Douglas has worked at 11 firms and has passed the Series 65, Series 63, Series 57TO, Series 79TO, SIE, Series 55 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Douglas Reid Burford | Douglas Burford | Reid Burford
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Douglas Reid Burford'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
January 6, 2026 - Present
TLG ADVISORS, INC.
Office #2: 1301 S Harrison Street, Fort Wayne, IN 46802RIA
CRD#: 111052
Richmond, VA
Current
January 2, 2026 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901BD
CRD#: 37157
SUMMIT, NJ
Past
June 4, 2025 - December 31, 2025
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
Past
November 21, 2023 - November 27, 2024
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GLEN ALLEN, VA
Past
October 31, 2023 - November 27, 2024
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
GLEN ALLEN, VA
Past
December 6, 2022 - September 6, 2023
CUSO FINANCIAL SERVICES, L.P.
RIA
CRD#: 42132
Chester, VA
Past
April 7, 2022 - September 6, 2023
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
Chester, VA
Past
August 3, 2020 - April 29, 2021
TRUIST SECURITIES, INC.
BD
CRD#: 6271
RICHMOND, VA
Past
January 2, 2013 - August 3, 2020
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
March 4, 2004 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
BD
CRD#: 6255
RICHMOND, VA
Past
July 1, 2003 - March 3, 2004
WELLS FARGO SECURITIES, LLC
BD
CRD#: 126292
CHARLOTTE, NC
Past
April 12, 2000 - July 1, 2003
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
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
Alabama(3/16/2026)
RR
Alaska(3/16/2026)
RR
Arizona(3/16/2026)
RR
Arkansas(3/16/2026)
RR
California(3/16/2026)
RR
Colorado(3/16/2026)
RR
Connecticut(3/16/2026)
RR
Delaware(3/16/2026)
RR
District of Columbia(3/16/2026)
RR
Florida(3/16/2026)
RR
Georgia(3/16/2026)
RR
Hawaii(3/16/2026)
RR
Idaho(3/16/2026)
RR
Illinois(3/16/2026)
IAR
Indiana(1/6/2026)
RR
Indiana(3/16/2026)
RR
Iowa(3/16/2026)
RR
Kansas(3/16/2026)
RR
Kentucky(3/16/2026)
RR
Louisiana(3/16/2026)
RR
Maine(3/16/2026)
RR
Maryland(3/16/2026)
RR
Massachusetts(1/2/2026)
RR
Michigan(3/16/2026)
RR
Minnesota(3/16/2026)
RR
Mississippi(3/16/2026)
RR
Missouri(3/16/2026)
RR
Montana(3/16/2026)
RR
Nebraska(3/16/2026)
RR
Nevada(3/16/2026)
RR
New Hampshire(3/16/2026)
RR
New Jersey(3/16/2026)
RR
New Mexico(3/16/2026)
RR
New York(3/16/2026)
RR
North Carolina(3/16/2026)
RR
North Dakota(3/16/2026)
RR
Ohio(3/16/2026)
RR
Oklahoma(3/16/2026)
RR
Oregon(3/16/2026)
RR
Pennsylvania(3/16/2026)
RR
Puerto Rico(3/16/2026)
RR
Rhode Island(3/16/2026)
RR
South Carolina(3/16/2026)
RR
South Dakota(3/16/2026)
RR
Tennessee(3/16/2026)
RR
Texas(3/16/2026)
RR
Utah(3/16/2026)
RR
Vermont(3/16/2026)
IAR
Virginia(1/8/2026)
RR
Virginia(3/16/2026)
RR
Washington(3/16/2026)
RR
West Virginia(3/16/2026)
RR
Wisconsin(3/16/2026)
RR
Wyoming(3/16/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
RR
Series 79TO
Date: 8/31/2020
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 5/1/2000
Limited Representative-Equity Trader ExamGeneral 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
Registered Investment Advisory firm - (8/6/2001 Approved)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
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.
