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The Advisor Group Employee Directory

Financial ServicesTennessee, United States11-50 Employees

The Advisor Group USA, LLC operates in the Financial Services industry and is based in Memphis, Tennessee, at 1661 International Drive, Suite 400. The company describes itself as independent, offering access to a broad range of providers rather than being tied to a single company or product. It emphasizes a 'shopping' approach to finding the best options for clients, including life insurance, annuities, and long-term care, through a network of providers globally. The organization states it can develop its own programs based on market opportunities, and that some clients encounter techniques unfamiliar to their existing financial planners. The firm has 11-50 employees and operates a website at theadvisorgroupusa.com. Reported revenue is in the range of $10 million to $25 million.

Find The Advisor Group employees' phone numbers or email addresses

The Advisor Group Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

The Advisor Group's Leadership

  • President at The Advisor Group
    L. E.
    President
  • Wealth Manager Iar at The Advisor Group
    J. D.
    Wealth Manager Iar
  • Senior Operations Processor at The Advisor Group
    L. S.
    Senior Operations Processor
  • Associate at The Advisor Group
    M. S.
    Associate
  • Corporate Trainer at The Advisor Group
    D. P.
    Corporate Trainer

The Advisor Group Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Banking
  • Entrepreneurship
  • Finance
  • Other

Contact profiles from The Advisor Group

Name
Title
Contact
Location
Last Update
  • President at The Advisor Group
    L. E.
    President
    United States, Tennessee
    Sep 10, 2025
  • Wealth Manager Iar at The Advisor Group
    J. D.
    Wealth Manager Iar
    United States, Massachusetts
    Feb 29, 2024
  • Senior Operations Processor at The Advisor Group
    L. S.
    Senior Operations Processor
    United States, Georgia
    Apr 15, 2026
  • Associate at The Advisor Group
    M. S.
    Associate
    United States, Tennessee
    Apr 16, 2026
  • Corporate Trainer at The Advisor Group
    D. P.
    Corporate Trainer
    United States, Georgia
    Oct 21, 2024

Frequently Asked Questions

What is The Advisor Group known for?

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The Advisor Group was founded in 1997 and operates in the Financial Services industry. Explore The Advisor Group's company overview page for more information.

What is The Advisor Group's most common email format?

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The Advisor Group employees' email format typically follows the pattern of First.Last@theadvisorgroupusa.com. Trying to find reliable and up-to-date employee contact data? Find more The Advisor Group email formats with LeadIQ.

How many employees does The Advisor Group have currently?

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The Advisor Group has approximately 16 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are The Advisor Group's key employees and leadership?

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As of August 2026, The Advisor Group's key employees include:

  • President: L. E.
  • Wealth Manager Iar: J. D.
  • Senior Operations Processor: L. S.
  • Associate: M. S.
  • Corporate Trainer: D. P.

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