Donald W Talbert
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,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Donald W Talbert, Don Talbert Jr, Donald William Talbert Jr, Donald William Talbert
Similar Advisors
FALCON WEALTH PLANNING, LLC
GREAT BAY WEALTH MANAGEMENT
WEALTH ADVISORS GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
FALCON WEALTH PLANNING, LLC
GREAT BAY WEALTH MANAGEMENT
WEALTH ADVISORS GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
FALCON WEALTH PLANNING, LLC
GREAT BAY WEALTH MANAGEMENT
WEALTH ADVISORS GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
Disclosures on record.
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.
Similar Advisors
FALCON WEALTH PLANNING, LLC
GREAT BAY WEALTH MANAGEMENT
WEALTH ADVISORS GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
Years of Experience
30 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
FALCON WEALTH PLANNING, LLC
GREAT BAY WEALTH MANAGEMENT
WEALTH ADVISORS GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
Current Firm
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC
Contact Information
Main Address
Yorkville, ILPhone Number
(630) 553-3730# of Employees
66SEC notice filing (27 States and Territories)
Registered to provide investment advisory services in 27 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,575AUM (Assets Under Management)
$566,500,000Similar Advisors
FALCON WEALTH PLANNING, LLC
GREAT BAY WEALTH MANAGEMENT
WEALTH ADVISORS GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
FALCON WEALTH PLANNING, LLC
GREAT BAY WEALTH MANAGEMENT
WEALTH ADVISORS GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC
State Registrations and Notice Filings
(8/29/2023)
(7/31/2018)
(7/25/2018)
(11/3/2023)
(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
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 Jan 1996About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Feb 1996About the Series 26 examSRO Registrations
Similar Advisors
FALCON WEALTH PLANNING, LLC
GREAT BAY WEALTH MANAGEMENT
WEALTH ADVISORS GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Donald W Talbert's CRS (Customer Relationship Summary).
Similar Advisors
FALCON WEALTH PLANNING, LLC
GREAT BAY WEALTH MANAGEMENT
WEALTH ADVISORS GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC