Donald W. Talbert

LATITUDE ADVISORS

Florence, KY 41042

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CRD#: 2610243

Professional summary

Donald W Talbert, who also goes by Don Talbert Jr, Donald William Talbert Jr, Donald William Talbert, is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Florence, Kentucky and GWN SECURITIES INC. located in Florence, Kentucky.

Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Donald has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don Talbert Jr | Donald William Talbert Jr | Donald William Talbert

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald W Talbert's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 27, 2018 - Present

LATITUDE ADVISORS, LLC

Office #1: 7000 Houston Road Building 200, Suite 23, Florence, KY 41042

RIA

CRD#: 151001

Florence, KY

Current

July 25, 2018 - Present

GWN SECURITIES INC.

Office #1: 7000 Houston Road, Suite 17, Florence, KY 41042

RIA

CRD#: 128929

Florence, KY

Past

March 9, 2018 - July 31, 2018

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

Florence, KY

Past

March 9, 2018 - July 31, 2018

ONEAMERICA SECURITIES, INC.

CRD#: 4173

Florence, KY

Past

January 9, 2018 - March 14, 2018

PRUCO SECURITIES, LLC.

CRD#: 5685

CINCINNATI, OH

Past

July 1, 2015 - December 31, 2017

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Florence, KY

Past

June 11, 2015 - December 31, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

Florence, KY

Past

January 6, 2010 - May 20, 2015

LATITUDE ADVISORS, LLC

RIA

CRD#: 151001

FLORENCE, IN

Past

January 5, 2010 - May 18, 2015

GWN SECURITIES INC.

CRD#: 128929

PALM BEACH GARDENS, FL

Past

April 13, 2006 - December 31, 2009

MEDALLION ADVISORY SERVICES, LLC

RIA

CRD#: 113788

HEBRON, KY

Past

April 7, 2006 - December 31, 2009

MEDALLION INVESTMENT SERVICES, INC.

CRD#: 45314

HEBRON, KY

Past

January 24, 2003 - April 13, 2006

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

CINCINNATI, OH

Past

January 30, 2002 - April 13, 2006

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

July 3, 2000 - February 20, 2002

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

June 12, 1998 - June 30, 2000

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

Past

June 2, 1997 - June 26, 1998

R. H. YORK & COMPANY, INC.

CRD#: 30099

COVINGTON, KY

Past

February 12, 1997 - May 29, 1997

INVESTACORP, INC.

CRD#: 7684

MIAMI, FL

Past

June 26, 1996 - March 5, 1997

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

January 16, 1996 - July 16, 1996

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(8/29/2023)

Indiana
(7/31/2018)

Kentucky
(7/25/2018)

IAR

Kentucky
(11/3/2023)

Ohio
(7/25/2018)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/22/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/25/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/16/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/15/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/8/2007

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 2/6/1996

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

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Contact information

Main Address

Yorkville, IL

Mailing Address

Phone number

(630) 553-3730

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LATITUDE ADVISORS, LLC ADV BROCHURE (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,305
AUM (Assets Under Management)	$ 379,516,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Donald W. Talbert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald W Talbert's CRS (Customer Relationship Summary).

Certified licenses

Experience

GWN SECURITIES INC.

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

PRUCO SECURITIES, LLC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

LATITUDE ADVISORS, LLC

GWN SECURITIES INC.

MEDALLION ADVISORY SERVICES, LLC

MEDALLION INVESTMENT SERVICES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

MONY SECURITIES CORPORATION

WS GRIFFITH SECURITIES, INC.

R. H. YORK & COMPANY, INC.

INVESTACORP, INC.

GUARDIAN INVESTOR SERVICES LLC

WMA SECURITIES, INC.

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/2002

Series 63

Date: 1/25/1996

SIE

Date: 10/1/2018

Series 7

Date: 6/16/1997

Series 6

Date: 1/15/1996

Series 24

Date: 8/8/2007

Series 26

Date: 2/6/1996

FINRA

Current Firm

LATITUDE ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LATITUDE ADVISORS, LLC

TRUST BUT VERIFY

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