James Talbert (CRD# 6381816) is an Investment Advisor Representative working at Affordable Life Plans, LLC in Carrollton, TX and has over 8 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Braxton Financial Group LLC | Addison, TX | Apr 2018 - Current | 6 |
| Affordable Life Plans, LLC | Carrollton, TX | Jun 2016 - Current | 7 |
| Sapient Insurance Agency | Addison, TX | Jun 2015 - Current | 8 |
| Safeguard Capital, LLC | Addison, TX | Sep 2009 - Current | 14 |
| Eckity Capital Markets, LLC | Addison, TX | May 2008 - Current | 15 |
| Affordable Life Plans LLC | Addison, TX | Jan 2016 - Jun 2016 | < 1 |
| Affordable Life Plans, LLC | Addison, TX | Feb 2014 - Jan 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
- FL
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$27,891
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, TX
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