Charles Talbot, financial advisor Sugar Land TX
73 score

Charles Talbot

CRD Number: 1135800
Current Firm: Lincoln Financial Securities Corporation

Charles Talbot (CRD# 1135800) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Sugar Land, TX and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Corporation Sugarland, TX Jul 2008 - Current 8
Minnesota Mutual St. Paul, MN Dec 1995 - Current 21
Self-employed Houston, TX Jan 1991 - Current 25
Jefferson Pilot Securities Corporation Sugar Land, TX Feb 1999 - Jun 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Charles W. Talbot
Phone Number: 800-258-3648
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
73

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