DT
Darren J. Talley
TALLEY FINANCIAL
Chelan, WA
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CRD#: 1311418
DT
Professional summary
Darren Joseph Talley, CFP® is a registered financial advisor currently at TALLEY FINANCIAL located in Chelan, Washington.
Darren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Darren has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OTHER BUSINESS ACTIVITIES - NOT INVESTMENT-RELATED (Activity / % Time spent): 1. Notary - State of WA, Chelan WA, Darren J Talley - Notary Public Appointment, 03/1990, <1%, Offer Notary Services to clients/public. 2. Managing Member / Officer, Chelan WA: Aldebaran Capital Management, LLC, 01/2014, Texas LLC, proposing acquisition targets, developing & managing real estate & business entities. / 20%. 3. Managing Member / Officer, Chelan WA: Generational Real Estate Accumulation Team I Management, LLC (dba GREAT I Mgmt, LLC), 02/2014, Texas LLC, owns controlling interest of GREAT I LLC. / <1%. 4. Managing Member / Officer, Chelan WA: Generational Real Estate Accumulation Team I, LLC (dba GREAT I, LLC), 02/2014, Texas LLC, holding company for real estate & business entities. / 5%. GREAT I, LLC has 100% ownership in the following business entities. Darren J Talley is a Manager / Officer in Chelan WA of these entities: 4.a. White Tail Transportation, LLC (Idaho LLC), 01/2015 - NEMT Transportation Co. 4.b. AMB Team, LLC (Texas LLC / WA Foreign Entity), 01/2017 - Medical Billing Company 4.c. White Tail Vehicles, LLC (Idaho LLC), 3/2020 - Vehicle Holding and Repair Company 4.d. White Tail Holdings, LLC (Idaho LLC), 9/2020 - Real Estate Holding Company 5. Managing Member / Officer, Chelan WA: Generational Real Estate Accumulation Team II, LLC (dba GREAT II, LLC), 09/2021, Texas LLC, holding company for real estate & business entities /10% - GREAT II, LLC has 100% ownership in the following business entity. Darren J Talley is a Manager / Officer in Chelan WA of this entity: 5.a. Zillah Investments, LLC dba Advanced Insulation (Idaho LLC) - 9/2021 - Construction / Insulation Company 6. Managing Member / Officer, Chelan WA: Generational Real Estate Accumulation Team IV, LLC (dba GREAT IV, LLC), 10/2021, Texas LLC, holding company for real estate & business entities / 5% - GREAT IV, LLC has 100% ownership in the following business entity. Darren J Talley is a Manager / Officer in Chelan WA of this entity: 6.a. Vector Coatings, LLC (Idaho LLC / WA Foreign Entity), 10/2021 - Construction / Waterproofing Company OTHER PRODUCTS OR SERVICES: Darren Joseph Talley - State of WA Licensed Insurance Agent: Chelan WA, Insurance/Annuity Products, 09/1985, 1%, Sells Insurance Products/Services.
CRS (Client Relationship Summary) - RIA
Click below to view Darren Joseph Talley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 23, 2007 - Present
TALLEY FINANCIAL
RIA
CRD#: 117053
Chelan, WA
Past
January 7, 1998 - October 2, 2003
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
February 23, 1989 - December 31, 1997
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
October 25, 1984 - November 22, 1988
EDWARD JONES
BD
CRD#: 250
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(8/22/2008)
IAR
Washington(1/23/2007)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
TF
TALLEY FINANCIAL
DARREN J. TALLEY DBA TALLEY FINANCIAL | TALLEY, DARREN, J. | TALLEY FINANCIAL, INC | TALLEY FINANCIAL
CRD#: 117053 / SEC#:
Texas
Registered Investment Advisory firm - (3/28/2003 Conditional Restricted)Washington
Registered Investment Advisory firm - (4/8/1997 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Chelan, WA
Mailing Address
Phone number
(509) 682-4424
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 102 |
| AUM (Assets Under Management) | $ 13,285,140 |
Red Flags
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