Thomas Talmage Iii (CRD# 5358758) is an Investment Advisor Representative working at Independent Financial Partners in Mount Dora, FL and has over 12 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Ifp Securities, LLC | Eustis, FL | May 2019 - Current | 4 |
Talmage Financial Group | Tavares, FL | Jan 2012 - Current | 12 |
Independent Financial Partners | Eustis, FL | Sep 2011 - Current | 12 |
Lpl Financial, LLC | Eustis, FL | Sep 2009 - May 2019 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
S63 | Uniform Securities State Law Examination | Jan 2014 |
- CA
- DE
- FL
- IN
- NC
- SC
- VA
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Total Assets Under Management9,761MILLIONS
-
Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, 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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