Thomas Edward Talbott
CFP®Professional Summary
Thomas Edward Talbott, CFP®, who also goes by Thomas E Talbott, is a registered financial advisor currently at STEWARDSHIP ADVISORS, LLC located in Mount Joy, Pennsylvania. Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Thomas has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Thomas E Talbott
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
STEWARDSHIP ADVISORS, LLC
Contact Information
Main Address
321 W. Main Street, Mount Joy, PA 17552Phone Number
(717) 492-4787# of Employees
15SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,247AUM (Assets Under Management)
$545,180,460Similar Advisors
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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.
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Primary Firm SEC Registration
STEWARDSHIP ADVISORS, LLC
State Registrations and Notice Filings
(11/6/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1994About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 1997About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Thomas Edward Talbott's CRS (Customer Relationship Summary).
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