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Maria Bannon

Advisor at TLG Advisors, INC.

Updated today

Location

Mc Donough, GA 30253

Credentials

Series 66

Industry experience

22 years

About

Maria Bannon is a financial advisor with TLG Advisors, Inc. and holds a Series 66 designation. She has 22 years of industry experience, including roles at The Leaders Group, Inc. and Nationwide Securities, LLC. In addition to her advisory work, she is involved in life insurance sales and office management at Ausband Chapman LLC. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, 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

8 Macon Street

Mc Donough, GA 30253

Most active in

Georgia

Work history

The Leaders Group, Inc.

2020 - Present (6 years)

Nationwide Securities, LLC

2008 - 2020 (12 years)

The Ausband Agency, Inc.

2007 - Present (19 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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Mc Donough, GA

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Kevin Webb is a financial advisor at GAMSG Financial Advisors LLC with 10 years of industry experience. He holds Series 63, 65, and 66 credentials and has been with GAMSG Financial Advisors since 2022. Webb is also the CEO and owner of Genesis Asset Management Strategies Group, an insurance brokerage firm specializing in employee benefits, property and casualty, health, and life insurance. GAMSG Financial Advisors LLC is a fee-based, state-registered investment adviser serving individual retail investors through discretionary portfolio management and financial planning. The firm emphasizes diversification and sector allocation using mutual funds and ETFs, with a focus on cost efficiency and risk control.

Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
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Active portfolio management Concentrated stock management
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Bruce Dobbs is a financial advisor at Resources Asset Management LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Resources Asset Management, he was involved with Singh Biotechnology for six years and Gotcha Goat LLC for eight years. He is also active in drug development through Singh Molecular Medicine Inc. and works as an insurance agent with American Family Insurance. Resources Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and estates. The firm uses an active, asset-allocation-driven approach incorporating fundamental, quantitative, and technical analysis, and acts as a wrap fee program sponsor offering model-based strategies and educational seminars.

General retirement planning Income planning Wealth management Charitable giving & philanthropy
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Latavius P

Series 63, Series 65

Mc Donough, GA

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Debt management Cash flow / budgeting General tax planning Professional Athlete
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ChFC®, Series 63, Series 65

Lake Spivey, GA

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Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Divorce financial planning Executive Founder/Business Owner Married/Couples/Partners Divorced Approaching retirement
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Series 65

Stockbridge, GA

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Wealth management
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