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Kimberly Galbraith

Advisor at TLG Advisors, INC.

Updated today

Location

Iota, LA

Credentials

Series 63, Series 65

Industry experience

24 years

About

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.

Client services

Based on TLG Advisors, INC.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Placement of institutional funds

Expertise

Based on TLG Advisors, INC.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations

Occupation focus

Based on TLG Advisors, INC.

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees charged for financial planning and consulting; specific amounts not stated

Percentage

$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)

Commissions

Certain IARs also registered representatives of affiliated broker-dealer, may receive commissions on securities and insurance products

Project-based

Hourly fees charged for financial planning and consulting; specific amounts not stated

Other

Account minimum: $25,000 Fee-only: Fixed or hourly fees for financial planning and consulting; specific amounts not stated

Location

Iota, LA

Most active in

Louisiana · Oklahoma

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Stanley Keyes is a financial advisor at Kovack Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kovack Securities and Kovack Advisors since 2009. Outside of his advisory work, he is a lay missionary involved in speaking engagements at church. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a broad range of clients, including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs and offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning services.

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CFA®

Jennings, LA

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Joseph Sonnier is a CFA® charterholder currently with Lombard Advisers Incorporated. He has experience at PIMCO Funds and has held roles in both academia and the financial services industry. Sonnier is associated with Sonnier Financial, Inc. as an unregistered office staff member and Series 7 candidate. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary portfolio management programs, emphasizing client-directed trading authority and employing a combination of fundamental, technical, and cyclical analysis.

College savings (529s, UTMA, etc.)
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Series 63, Series 66

Jennings, LA

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Shawn Sabelhaus is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 20 years before joining Prospera in 2018. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services across multiple platforms and delivery vehicles.

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William H

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Jennings, LA

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Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Edward S

Series 63, Series 65, Series 66

Jennings, LA

Lombard Advisers Incorporated

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College savings (529s, UTMA, etc.)
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