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Andrea L. Dykes
TLG ADVISORS
Chevy Chase, MD 20815
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CRD#: 4835590
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Professional summary
Andrea Lynn Dykes, CFP®, who also goes by Andrea Dykes, Andrea L Fishelberg, is a registered financial advisor currently at TLG ADVISORS, INC. located in Chevy Chase, Maryland and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Andrea is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Andrea has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrea Dykes | Andrea L Fishelberg
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.) Howard Insurance - 6900 Wisconsin Ave, Suite 450, Chevy Chase, MD 20815 - since 04/01/2014 - managing partner/agent, sale of fixed insurance products, not inv rel, ins bsn, devote approx.: 40 hrs/wk. 2.) TLG Advisors Inc - Since 4/2016 - 26 W Dry Creek Circle, Suite 575, Littleton, CO 80120 - IAR Rep, Inv Rel, IAR Bsn, Devote Approx: 5 hrs/wk. 3.) Hub International - 1/30/2024 - 1445 Research Boulevard Suite 340 Rockville MD 20850 - Referral source, Referral source for health insurance and employee benefits, Not Invt Rel, 0 hrs/wk; 0 hrs/wk (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Andrea Lynn Dykes'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®
Experience
Current
April 7, 2016 - Present
TLG ADVISORS, INC.
Office #1: 6900 Wisconsin Avenue 5th Floor, Chevy Chase, MD, 20815RIA
CRD#: 111052
Chevy Chase, MD
Current
April 5, 2016 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901BD
CRD#: 37157
Summit, NJ
Past
June 26, 2013 - June 2, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
ROCKVILLE, MD
Past
June 26, 2013 - April 20, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
ROCKVILLE, MD
Past
March 7, 2007 - July 3, 2013
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
ROCKVILLE, MD
Past
December 17, 2004 - July 3, 2013
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
ROCKVILLE, MD
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(10/7/2021)
RR
Connecticut(8/17/2025)
RR
District of Columbia(4/5/2016)
RR
Florida(7/28/2020)
RR
Maryland(4/5/2016)
IAR
Maryland(4/7/2016)
RR
New Jersey(9/14/2021)
RR
North Carolina(5/20/2020)
RR
Ohio(1/28/2025)
RR
Texas(9/8/2025)
RR
Virginia(4/5/2016)
Exams
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
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.
