Marcus S. Talbert
Professional summary
Marcus Shelley Talbert, who also goes by Marcus Talbert, was a registered financial advisor .
Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Marcus had worked at 6 firms and has passed the Series 66, Series 87, Series 55 and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 4, 2026 - Present
Office #1: 800 Town & Country Blvd Suite 500, Houston, TX 77024
March 5, 2010 - July 17, 2012
CANACCORD GENUITY LLC
October 10, 2008 - February 22, 2010
ESPOSITO PARTNERS, LLC
September 12, 2008 - February 22, 2010
ESPOSITO SECURITIES, LLC
August 24, 2004 - September 19, 2006
USAA INVESTMENT SERVICES COMPANY
August 24, 2004 - September 19, 2006
USAA INVESTMENT SERVICES COMPANY
August 11, 2003 - August 19, 2004
EQUITABLE ADVISORS, LLC
July 31, 2003 - August 19, 2004
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/4/2026)
Exams
Series 55
Date: 10/24/2008
Limited Representative-Equity Trader ExamCurrent firm
No current employment
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.
