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Portfolio Design / Investment Account Questions

Jeffrey Tindall and Omar Jennings can assist you with adjusting your portfolio. Please contact them at or

Who To Contact To Transfer Money

To transfer money from accounts currently handled by TFG Private Wealth Management, please contact Jhena Roy via Email at

Investment Management LPL

For LPL questions, such as transferring funds, please contact Jhena Roy at

For opening a new account, please contact Jeffrey Tindall at 571.510.3839.

Reset Your Account Login

To reset, click on this Equitable link. You will then be prompted to answer questions to reset and log back on. 

If you have any questions or issues, please call the eService phone 877.222.2144 and then select Option 2. 

Service Center Numbers

Annuity  |  800.777.6510

Life Insurance  | 800.789.7771

Investment Management LPL   |  866.487.7508