James B. Talbert

AFFORDABLE LIFE PLANS

FRISCO, TX 75034

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CRD#: 6381816

Professional summary

James Braxton Talbert, who also goes by James Talbert, is a registered financial advisor currently at AFFORDABLE LIFE PLANS, LLC located in Frisco, Texas and BRAXTON FINANCIAL GROUP, LLC located in Frisco, 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.

The advisor shows no other business activity.

Blog Corner

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®

None

Experience

Current

August 22, 2016 - Present

AFFORDABLE LIFE PLANS, LLC

Office #1: 6136 Frisco Square Blvd Suite 400, Frisco, TX 75034

RIA

CRD#: 164009

FRISCO, TX

Current

August 1, 2018 - Present

BRAXTON FINANCIAL GROUP, LLC

Office #1: 6136 Frisco Square Blvd Suite 400, Frisco, TX 75034

RIA

CRD#: 292903

FRISCO, 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

Texas
(11/28/2016)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/9/2016

Uniform Investment Adviser Law Examination

Current Firm

AFFORDABLE LIFE PLANS, LLC

CRD#: 164009 / SEC#: 801-78039

RIA

Registered Investment Advisory firm - (1/5/2017 Terminated)

Alabama