Samuel TalbertCRD Number: 5524603
Current Firm: Capital Markets Iq, LLC
Samuel Talbert (CRD# 5524603) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Benton, AR and has over 5 years of experience in the finance industry.
Crosscurrent Wealthmanagement, LLC
Msi Financial Services, Inc.
Fiduciary Wealth Management, LLC
|Capital Markets Iq, LLC||Benton, AR||Jul 2013 - Current||4|
|Safe Money Advisors, Pllc||Benton, AR||Apr 2012 - Current||5|
|Allied Wealth Management Inc.||Benton, AR||Feb 2007 - Current||11|
|Allied Financial Services||Benton, AR||Jul 1998 - Current||19|
|Nms Capital Asset Management||Beverly Hills, CA||Dec 2011 - Jun 2013||1|
|Carr Miller Capital Investments, LLC||Little Rock, AR||Jun 2009 - Sep 2009||< 1|
|Brookstone Securities, Inc.||Lakeland, FL||Apr 2008 - Dec 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Customer Dispute
- Civil Judgement
- Regulatory Event
Total Assets Under Management129MILLIONS
Total Number of Accounts314ACCOUNTS
Average Account Value$409,361
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AR, AZ, CA, CO, FL, ID, IL, LA, MA, MI, NM, TN, TX, UT
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