JT
James B. Talbert
AFFORDABLE LIFE PLANS
Carrollton, TX 75006
Some features on this profile are disabled
CRD#: 6381816
JT
Professional summary
James Braxton Talbert, who also goes by James Talbert, is a registered financial advisor currently at AFFORDABLE LIFE PLANS, LLC located in Carrollton, Texas and BRAXTON FINANCIAL GROUP, LLC located in Dallas, Texas.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. James has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James 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.
James Talbert is a member of Sapient Insurance Agency, which is not investment-related, and began with company on June, 2015. The insurance agency is currently in start up phase and operates out of Addison, TX 75001. Time spent per month is 10 hours on average.
James is also sole owner of Safeguard Capital, LLC. This company is a debt buyer operating out of Addison, TX 75001, and is not investment-related. James spends approximately 10 hours on average per month with this role. His duties include managing previous debt portfolios the company purchased, but no longer purchases new debt.James started relationship with company in September 2009.
James is also sole owner of Eckity Capital Markets, LLC. This company is a debt buyer operating out of Addison, TX 75001, and is not investment-related. James spends approximately 10 hours on average per month with this role. His duties include managing previous debt portfolios the company purchased, but no longer purchases new debt. James started relationship with company in May 2008
CRS (Client Relationship Summary) - RIA
Click below to view James Braxton Talbert's 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®
NoneExperience
Current
August 22, 2016 - Present
AFFORDABLE LIFE PLANS, LLC
Office #1: 3410 Midcourt Rd Suite 105, Carrollton, TX 75006RIA
CRD#: 164009
Carrollton, TX
Current
August 1, 2018 - Present
BRAXTON FINANCIAL GROUP, LLC
Office #1: 5050 Quorum Drive Suite 700, Dallas, TX 75254RIA
CRD#: 292903
Dallas, TX
Past
August 1, 2018 - December 31, 2023
BRAXTON FINANCIAL GROUP, LLC
RIA
CRD#: 292903
DALLAS, TX
Past
February 9, 2016 - December 31, 2023
AFFORDABLE LIFE PLANS, LLC
RIA
CRD#: 164009
CARROLLTON, TX
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.Highlighted states indicate IAR registrations
IAR
Florida(8/22/2016)
IAR
Texas(11/28/2016)
Current Firm
AL
AFFORDABLE LIFE PLANS, LLC
AFFORDABLE LIFE PLANS, LLC
CRD#: 164009 / SEC#: 801-78039
RIA
Registered Investment Advisory firm - (1/5/2017 Terminated)Alabama
Registered Investment Advisory firm - (6/6/2013 Terminated)Florida
Registered Investment Advisory firm - (5/2/2016 Approved)Idaho
Registered Investment Advisory firm - (6/7/2013 Terminated)Indiana
Registered Investment Advisory firm - (6/6/2013 Terminated)Iowa
Registered Investment Advisory firm - (6/6/2013 Terminated)Kansas
Registered Investment Advisory firm - (6/6/2013 Terminated)Louisiana
Registered Investment Advisory firm - (12/31/2023 Failure to Renew)Massachusetts
Registered Investment Advisory firm - (6/18/2013 Terminated)Missouri
Registered Investment Advisory firm - (6/6/2013 Terminated)New Jersey
Registered Investment Advisory firm - (1/31/2014 Terminated)New York
Registered Investment Advisory firm - (12/31/2023 Failure to Renew)North Dakota
Registered Investment Advisory firm - (6/6/2013 Terminated)Ohio
Registered Investment Advisory firm - (6/6/2013 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/7/2013 Terminated)Texas
Registered Investment Advisory firm - (11/28/2016 Approved)Virginia
Registered Investment Advisory firm - (6/6/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3410 Midcourt Rd Suite 105, Carrollton, TX 75006
Mailing Address
Phone number
(972) 428-0878
Established
Firm type
Fiscal year end
# of Employees
8
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 220,815 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
