Gilbert L. Talbert

CAPITAL SYNERGY PARTNERS

Greenwood, IN 46143

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CRD#: 4148742

Professional summary

Gilbert Lance Talbert, who also goes by Gilbert L Talbert, Lance Talbert, is a registered financial advisor currently at CAPITAL SYNERGY PARTNERS located in Greenwood, Indiana.

Gilbert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Gilbert has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gilbert L Talbert | Lance 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.

TALBERT FINANCIAL SERVICES 48 N. EMERSON AVE., STE. 700 GREENWOOD, IN 46143 OWNER/PRESIDENT/FIXED INSURANCE EFFECTIVE 07/2000 60 HOURS PER MONTH/40 HOURS PER MONTH DURING MARKET HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gilbert Lance Talbert's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Gilbert Lance 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

November 2, 2018 - Present

CAPITAL SYNERGY PARTNERS

Office #1: 48 N. Emerson Ave., Ste 700, Greenwood, IN 46143

RIA

CRD#: 148733

Greenwood, IN

Current

October 31, 2018 - Present

CAPITAL SYNERGY PARTNERS

Office #1: 48 N. Emerson Ave., Ste 700, Greenwood, IN 46143

RIA

CRD#: 148733

Greenwood, IN

Past

January 4, 2017 - November 1, 2018

FORESTERS EQUITY SERVICES, INC.

RIA

CRD#: 18464

GREENWOOD, IN

Past

July 12, 2016 - November 1, 2018

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

October 30, 2008 - July 7, 2016

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

GREENWOOD, IN

Past

July 17, 2006 - November 4, 2008

SPC

RIA

CRD#: 110692

INDIANAPOLIS, IN

Past

March 9, 2006 - November 4, 2008

PARKLAND SECURITIES, LLC

CRD#: 115368

INDIANAPOLIS, IN

Past

August 23, 2004 - March 29, 2006

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

May 3, 2000 - August 6, 2004

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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

California
(10/31/2018)

Indiana
(11/2/2018)

IAR

Indiana
(11/2/2018)

South Carolina
(7/12/2021)

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: 12/1/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/4/2000

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: 5/2/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CAPITAL SYNERGY PARTNERS

CAPITAL SYNERGY PARTNERS | CAPITAL SYNERGY PARTNERS, INC.

CRD#: 148733 / SEC#: 801-117828, 8-68060

RIA

Registered Investment Advisory firm - SEC (5/11/2020 Terminated)

Arizona

Registered Investment Advisory firm - SEC (4/4/2013 Approved)

Arkansas

Registered Investment Advisory firm - SEC (5/27/2011 Approved)

California

Registered Investment Advisory firm - SEC (5/23/2011 Approved)

Colorado

Registered Investment Advisory firm - SEC (11/5/2021 Terminated)

Connecticut

Registered Investment Advisory firm - SEC (7/9/2018 Approved)

District of Columbia

Registered Investment Advisory firm - SEC (5/5/2011 Approved)

Florida

Registered Investment Advisory firm - SEC (10/10/2017 Approved)

Georgia

Registered Investment Advisory firm - SEC (4/28/2011 Approved)

Idaho

Registered Investment Advisory firm - SEC (6/24/2011 Approved)

Indiana

Registered Investment Advisory firm - SEC (6/24/2013 Approved)

Iowa

Registered Investment Advisory firm - SEC (5/26/2011 Approved)

Louisiana

Registered Investment Advisory firm - SEC (1/10/2013 Approved)

Massachusetts

Registered Investment Advisory firm - SEC (9/26/2011 Approved)

Michigan

Registered Investment Advisory firm - SEC (1/18/2018 Approved)

Minnesota

Registered Investment Advisory firm - SEC (3/10/2015 Approved)

Missouri

Registered Investment Advisory firm - SEC (8/10/2018 Approved)

Montana

Registered Investment Advisory firm - SEC (12/22/2010 Approved)

Nebraska

Registered Investment Advisory firm - SEC (2/24/2012 Approved)

Nevada

Registered Investment Advisory firm - SEC (6/28/2012 Approved)

New Jersey

Registered Investment Advisory firm - SEC (3/29/2011 Approved)

North Carolina

Registered Investment Advisory firm - SEC (10/12/2011 Approved)

Ohio

Registered Investment Advisory firm - SEC (1/6/2012 Approved)

Oklahoma

Registered Investment Advisory firm - SEC (3/9/2018 Approved)

Oregon

Registered Investment Advisory firm - SEC (6/23/2015 Approved)

Pennsylvania

Registered Investment Advisory firm - SEC (3/5/2012 Approved)

South Carolina

Registered Investment Advisory firm - SEC (10/5/2011 Approved)

Texas

Registered Investment Advisory firm - SEC (10/26/2016 Approved)

Wisconsin

Registered Investment Advisory firm - SEC (8/1/2011 Approved)

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

2860 Michelle Drive, Suite 150, Irvine, CA 92606

Mailing Address

2860 Michelle Drive, Suite 150, Irvine, CA 92606

Phone number

(949) 442-7413

Established

California since 01/14/1999

Firm type

Corporation

Fiscal year end

September

Firm Size

Small

# of Employees

FINRA licenses (50 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
ANDREW A. HOLDEN FAMILY TRUST 12/20/2000	OWNER
EIDAROUS, REYHEENA MARIA	FINOP	4219599
GANDY, MATTHEW AUSTIN	PRINCIPAL	7007855
HOLDEN, ANDREW ALAN	TRUSTEE & PRESIDENT	3098455
SNIDER, RONALD EDWARD	PRINICPAL	2629896
STALEY, TIMOTHY ROY	CHIEF COMPLIANCE OFFICER & AML OFFICER	1663927

Regulatory assets under management

Total Number of Accounts	386
AUM (Assets Under Management)	$ 89,105,726

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

Gilbert L. Talbert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gilbert Lance Talbert's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Gilbert Lance Talbert's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL SYNERGY PARTNERS

FORESTERS EQUITY SERVICES, INC.

FORESTERS EQUITY SERVICES, INC.

ALLSTATE FINANCIAL SERVICES, LLC

SPC

PARKLAND SECURITIES, LLC

NYLIFE SECURITIES LLC

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 65

Date: 12/1/2016

Series 63

Date: 5/4/2000

SIE

Date: 10/1/2018

Series 7

Date: 5/2/2000

FINRA

Current Firm

CAPITAL SYNERGY PARTNERS

Contact information

FINRA licenses (50 States and Territories)

Documents

Direct owners and executive officers

Regulatory assets under management

Red Flags

Company Information

CAPITAL SYNERGY PARTNERS

TRUST BUT VERIFY

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