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David S. Tallman
NAVOLIO & TALLMAN ADVISORS LLC
Walnut Creek, CA 94596
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CRD#: 7522593
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Professional summary
David Scott Tallman is a registered financial advisor currently at NAVOLIO & TALLMAN ADVISORS LLC located in Walnut Creek, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. David has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Navolio & Tallman LLP, accounting firm, not investment-related, 2121 N. California Blvd., Suite 610, Walnut Creek, CA 94596, Partner, 40 hours per week, during securities trading hours, tax preparation, income tax planning, audit and other accounting-related services.
CRS (Client Relationship Summary) - RIA
Click below to view David Scott Tallman'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
July 19, 2022 - Present
NAVOLIO & TALLMAN ADVISORS LLC
Office #1: 2121 N. California Blvd., Suite 610, Walnut Creek, CA 94596RIA
CRD#: 318582
Walnut Creek, CA
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
California(7/19/2022)
Exams
Current Firm
N&
NAVOLIO & TALLMAN ADVISORS LLC
NAVOLIO & TALLMAN ADVISORS LLC
CRD#: 318582 / SEC#:
California
Registered Investment Advisory firm - (7/19/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2121 N. California Blvd., Suite 610, Walnut Creek, CA 94596
Mailing Address
Phone number
(415) 956-1750
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
NAVOLIO & TALLMAN ADVISORS LLC
CRD#: 318582Walnut Creek, CA 94596TRUST BUT VERIFY
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