Kimberly Galbraith
Advisor at TLG Advisors, INC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at TLG Advisors, INC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Iota, LA
Credentials
Series 63, Series 65
Industry experience
24 years
Kimberly Galbraith is a financial advisor at TLG Advisors, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior roles include positions at Epic Wealth Management, Raymond James Financial Services, and PFS Investments. Outside of advising, she owns Lazy Bee Farms, an agricultural business producing bee products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of portfolio management, financial and estate planning, and ERISA fiduciary services, employing a research approach based on fundamental analysis and Modern Portfolio Theory.
Based on TLG Advisors, INC.
Based on TLG Advisors, INC.
Fixed fees charged for financial planning and consulting; specific amounts not stated
$0 - $1,000,000: Not to exceed 1.75% annually Over $1,000,000+: Not to exceed 1.00% annually $0 - $1,000,000: Starlight Portfolios fees total between 0.65% and 1.25% annually (includes 0.58%-1.118% to TLG Advisors plus 0.10% to Advisor Engine)
Certain IARs also registered representatives of affiliated broker-dealer, may receive commissions on securities and insurance products
Hourly fees charged for financial planning and consulting; specific amounts not stated
Account minimum: $25,000 Fee-only: Fixed or hourly fees for financial planning and consulting; specific amounts not stated
Iota, LA
Louisiana · Oklahoma
TLG Advisors, Inc.
2026 - Present (1 year)
Epic Wealth Management, LLC
2022 - 2026 (4 years)
Raymond James Financial Services Advisors INC.
2018 - 2022 (4 years)
Raymond james Financial Services, Inc
2018 - 2022 (4 years)
KEY Fit Club
2012 - 2019 (7 years)
Key Health Institute of Edmond
2012 - 2017 (5 years)
PFS Investments inc
2001 - 2018 (17 years)
Primerica Financial services
2001 - 2018 (17 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Lawyer
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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