James Tallent (CRD# 1265055) is an Investment Advisor Representative working at Atrato Asset Management LLC in Pullman, WA and has over 14 years of experience in the finance industry.
CRD# 6087680
Edward Jones
CRD# 1922322
Edward Jones
CRD# 5537001
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atrato Asset Management LLC | Pullman, WA | Aug 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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Total Assets Under Management83MILLIONS
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Total Number of Accounts13ACCOUNTS
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Average Account Value$6,381,246
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Other
WA
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