Unclaimed Profile

Timothy Vernon Swartley

TCG INVESTMENT ADVISORY, INC.·ALLENTOWN, Pennsylvania

Clean recordTCG INVESTMENT ADVISORY, INC.

4600 BROADWAY, ALLENTOWN, PA 18104CRD# 4101705Firm CRD# 117901

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Vernon Swartley · ALLENTOWN, PA

Registration

CRD #4101705 · TCG INVESTMENT ADVISORY, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Timothy Vernon Swartley is a registered financial advisor based in ALLENTOWN, Pennsylvania, affiliated with TCG INVESTMENT ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

GIRARD PENSION SERVICES, LLC

AUM

$557M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GIRARD PENSION SERVICES, LLC →

Services

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4101705

Firm CRD# 117901

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Timothy Vernon Swartley offer?

Timothy Vernon Swartley specializes in Wealth Management, Fee-Only Advisory. Contact their office in ALLENTOWN, Pennsylvania for a consultation.

What are Timothy Vernon Swartley's credentials?

Timothy Vernon Swartley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Vernon Swartley located?

Timothy Vernon Swartley is based in ALLENTOWN, Pennsylvania, working with TCG INVESTMENT ADVISORY, INC.. Their office serves clients in the ALLENTOWN metropolitan area and surrounding communities.

How does Timothy Vernon Swartley charge for services?

Timothy Vernon Swartley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TCG INVESTMENT ADVISORY, INC.?

TCG INVESTMENT ADVISORY, INC. has approximately 14 employees and manages $557M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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