Brian Talbert (CRD# 5162775) is an Investment Advisor Representative working at Lpl Financial LLC in Myrtle Beach, SC and has over 17 years of experience in the finance industry.
CRD# 6180176
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5101922
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1806631
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Myrtle Beach, SC | Sep 2019 - Current | 4 |
| United Community Bank | Myrtle Beachy, SC | Sep 2019 - Current | 4 |
| First Citizens Investor Services, Inc. | Myrtle Beach, SC | Jan 2016 - Sep 2019 | 3 |
| First Citizens Asset Management | Columbia, SC | Mar 2009 - Sep 2019 | 10 |
| First Citizens Securities Corp | Columbia, SC | Oct 2007 - Jan 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
- SC
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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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