Justin TalleyCRD Number: 6257253
Current Firm: 1st Global Advisors Inc.
Justin Talley (CRD# 6257253) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Great Falls, MT and has over 2 years of experience in the finance industry.
D.a. Davidson & Company
Bibler Financial Group
Wells Fargo Advisors, LLC
|1st Global Capital Corp.||Great Falls, MT||Oct 2013 - Current||3|
|1st Global Advisors Inc.||Great Falls, MT||Oct 2013 - Current||3|
|Junkermier, Clark, Campanella, Stevens P.c.||Great Falls, MT||Jun 2012 - Current||4|
|Montana Army National Guard||Fort Harrison, MT||May 2012 - Current||4|
|United States Army||Fort Riley, KS||May 2008 - May 2012||4|
|University Of Montana||Missoula, MT||Sep 2007 - May 2008||< 1|
|Summer Vacation||Missoula, MT||Jun 2007 - Aug 2007||< 1|
|University Of Montana||Missoula, MT||Sep 2006 - May 2007||< 1|
|Costco||Missoula, MT||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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