UBS Financial Services
47yrs
Top 1% by experience in Louisville
39yrs
Kerry Pulliam has worked in the financial industry for 39 years and is a financial advisor based in Louisville, Kentucky. Kerry has been with TLG Advisors since 2018. Kerry holds the CFP® designation.
At a glance
Experience39 years (since 1987)
How that compares ?Top 4% by experience in Kentucky
Office3701 Taylorsville Road Suite 3, Louisville, KY 40220
FirmTLG Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$430,112
Advisors at the firm301
States licensed ?1 state
Services through TLG Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2018 – nowTLG Advisors, Inc.Current firm
- 2014 – 2017TLG Advisors, Inc.Previously
Contact Kerry
(888) 371-0013Firm headquarters in Summit, NJ. Ask for Kerry. 3701 Taylorsville Road Suite 3Louisville, KY 40220Office · Get directions LinkedIn pageTLG Advisors
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Questions to ask Kerry
Tailored to Kerry’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kerry
How do I contact Kerry?
Call TLG Advisors at (888) 371-0013 and ask for Kerry Pulliam. Kerry works from the Louisville, KY office.
How long has Kerry been a financial advisor?
Kerry has been in the industry since 1987, about 39 years. Top 4% by experience in Kentucky.
What licenses does Kerry hold?
Series 63. Tap any license on this page to see what it allows.
Is Kerry a fiduciary?
Kerry is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Kerry paid?
TLG Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kerry for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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