TL
Timothy Linaugh
TLG ADVISORS
San Diego, CA 92131
Some features on this profile are disabled
CRD#: 5299427
TL
Professional summary
Timothy Linaugh, who also goes by Timothy Patrick Linaugh, is a registered financial advisor currently at TLG ADVISORS, INC. located in San Diego, California and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Timothy has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Timothy Patrick Linaugh
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.) PACIFIC SOUTHWEST FINANCIAL - 9/1/2008 - 9915 Mira Mesa Blvd, Suite 110, San Diego, CA 92131 - Sales Vice President, assist other insurance producers with their life insurance business as a general agent, help insurance producers with design, product, underwriting and delivery of life insurance products, Invt Rel, 180 hrs/mo;100 hrs/mo (during trading hours). 2.) PACIFIC SOUTHWEST FINANCIAL - 7/24/2006 - 9915 Mira Mesa Blvd, Suite 110, San Diego, CA 92131 - Sales Vice President, sell fixed insurance products, life insurance, long term care, fixed annuities; life settlements, Invt Rel, 180 hrs/mo;100 hrs/mo (during trading hours). 3.) PACIFIC SOUTHWEST FINANCIAL - 11/17/2015 - 9915 Mira Mesa Blvd, Suite 110, San Diego, CA 92131 - Broker/Advisor, analyzing the sale of life insurance products and advising clients about life settlement markets, life settlements, Invt Rel, 2 hrs/mo;0 hrs/mo (during trading hours). 4.) TLG ADVISORS, INC. - 1/1/2017 - 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.) LINAUGH FINANCIAL SERVICES - 4/21/23 - 9915 Mira Mesa Blvd, Suite 110, San Diego CA 92131 - Principal/Financial Planner, Financial Planning and Financial Services, Retail Financial Services, 40 hrs/mo; 40hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Linaugh'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 4, 2017 - Present
TLG ADVISORS, INC.
Office #1: 9915 Mira Mesa Blvd, Suite 110, San Diego, CA 92131RIA
CRD#: 111052
San Diego, CA
Current
January 3, 2017 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901BD
CRD#: 37157
Summit, NJ
Past
June 4, 2012 - April 11, 2017
CAPITAL ANALYSTS
RIA
CRD#: 162200
LA JOLLA, CA
Past
June 1, 2012 - December 31, 2016
LINCOLN INVESTMENT
RIA
CRD#: 519
San Diego, CA
Past
June 1, 2012 - December 31, 2016
LINCOLN INVESTMENT
BD
CRD#: 519
San Diego, CA
Past
May 2, 2008 - June 1, 2012
CINCINNATI ANALYSTS, INC.
RIA
CRD#: 5478
LA JOLLA, CA
Past
May 11, 2007 - June 1, 2012
CINCINNATI ANALYSTS, INC.
BD
CRD#: 5478
LA JOLLA, 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(1/3/2017)
IAR
California(1/4/2017)
RR
Hawaii(12/7/2022)
RR
Kentucky(8/31/2020)
RR
Nevada(7/25/2024)
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
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
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.
