Joshua Tallent, financial advisor Weaverville NC
93 score

Joshua Tallent

CRD Number: 5408658
Current Firm: Lpl Financial LLC

Joshua Tallent (CRD# 5408658) is an Investment Advisor Representative working at Lpl Financial LLC in Weaverville, NC and has over 8 years of experience in the finance industry.

Similar Advisors
Robert Baschnagel, financial advisor Weaverville NC
Robert E. Baschnagel
CRD# 5431998
Holcombe & Mcgrath
Score
103
Similar Advisors
David Hunter, financial advisor Weaverville NC
David S. Hunter
CRD# 4870351
Horizons Wealth Management
Score
103
Similar Advisors
Susan McGrath, financial advisor Weaverville NC
Susan L. McGrath
CRD# 4486875
Holcombe & Mcgrath
Score
103
Company Name Location Dates Years
Capital Bank Asheville, NC Sep 2013 - Current 3
Lpl Financial LLC Charlotte, NC Sep 2013 - Current 3
Ski Country Sports Asheville, NC Nov 2010 - Nov 2015 5
Suntrust Investment Services, Inc. Atlanta, GA Dec 2009 - Sep 2013 3
Suntrust Bank Asheville, NC May 2005 - Jun 2011 6
Suntrust Investment Services, Inc. Atlanta, GA Sep 2007 - Dec 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S66 NASAA Uniform Combined State Law Examination Jan 2010
Contact Info for Joshua D. Tallent
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.