Unclaimed Profile

Bruce Alan Lingenfelter

TLC GROUP INVESTMENT ADVISORS, LLC·STATE COLLEGE, Pennsylvania

SIE, Series 1, Series 63ChFCClean record23 years registeredTLC GROUP INVESTMENT ADVISORS, LLC

270 WALKER DRIVE, STATE COLLEGE, PA 16801CRD# 310197Firm CRD# 137814

Profile Verification

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

Identity

Bruce Alan Lingenfelter · STATE COLLEGE, PA

Registration

CRD #310197 · TLC GROUP INVESTMENT ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TLC GROUP INVESTMENT ADVISORS, LLC

TLC GROUP INVESTMENT ADVISORS, LLC

Mar 2006 – Dec 2021

STATE COLLEGE, PA

1717 CAPITAL MANAGEMENT COMPANY

Aug 2003 – Mar 2006

STATE COLLEGE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 63

Registration record

First registered · August 5, 2003

Years registered · 23

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TLC GROUP INVESTMENT ADVISORS, LLC

CRD 137814 · SEC 801-122544

AUM

$136M

Regulatory assets under management

Employees

342 client accounts

Services offered by TLC GROUP INVESTMENT ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TLC GROUP INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Bruce Alan Lingenfelter offer?

Bruce Alan Lingenfelter specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Bruce Alan Lingenfelter's credentials?

Bruce Alan Lingenfelter holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bruce Alan Lingenfelter located?

Bruce Alan Lingenfelter is based in STATE COLLEGE, Pennsylvania, last registered with TLC GROUP INVESTMENT ADVISORS, LLC.

How does Bruce Alan Lingenfelter charge for services?

Bruce Alan Lingenfelter'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 TLC GROUP INVESTMENT ADVISORS, LLC?

TLC GROUP INVESTMENT ADVISORS, LLC has approximately 6 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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