David TalbotCRD Number: 5043438
Current Firm: Concorde Asset Management, LLC
David Talbot (CRD# 5043438) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Kewaskum, WI and has over 15 years of experience in the finance industry. David Talbot has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Woodbury Financial Services, Inc.
Commonwealth Financial Network
Commonwealth Financial Network
|Concorde Investment Services||Livonia, MI||Apr 2019 - Current||2|
|Concorde Asset Management||Livonia, MI||Apr 2019 - Current||2|
|The Silbernagel Group, Inc.||Kewaskum, WI||Feb 2019 - Current||2|
|Woodbury Financial Services Inc.||Kewaskum, WI||Feb 2019 - Mar 2019||< 1|
|Jasen Wealth Advisors, LLC||West Bend, WI||Oct 2015 - Dec 2018||3|
|Woodbury Financial Services||Kewaskum, WI||Sep 2006 - Dec 2018||12|
|Silbernagel & Jasen Inc.||Kewaskum, WI||Jun 2007 - Oct 2014||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2006|
Total Assets Under Management407MILLIONS
Total Number of Accounts3,034ACCOUNTS
Average Account Value$134,188
- 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, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
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