Janine TalleyCRD Number: 5007750
Current Firm: Newbridge Financial Services Group, Inc.
Janine Talley (CRD# 5007750) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 2 years of experience in the finance industry.
Global Wealth Management Investment Advisory, Inc.
World Equity Group, Inc.
Equitable Advisors, LLC
|Newbridge Securities Corporation||Boca Raton, FL||Feb 2022 - Current||1|
|Self Employed||Palm Beach Gardens, FL||Jul 2021 - Current||2|
|Foundcare, Inc.||West Palm Beach, FL||Dec 2018 - Jul 2021||2|
|Children's Healthcare Associates, Pa||West Palm Beach, FL||Mar 2007 - Dec 2018||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2022|
|S65||NASAA Investment Advisors Law Examination||Aug 2021|
Total Assets Under Management472MILLIONS
Total Number of Accounts2,184ACCOUNTS
Average Account Value$216,104
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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