Affordable Life Plans, LLC

Affordable Life Plans, LLC (CRD# 164009) is a financial advisory firm headquartered in Carrollton, TX. They manage $251,018 in 9 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3410 Midcourt Rd, Suite 105, Carrollton, TX 75006
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $27,891
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Affordable Life Plans, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Talbert, financial advisor Carrollton TX
James B. Talbert
CRD#: 6381816
3410 Midcourt Rd, Suite 105, Carrollton, TX 75006

James Talbert (CRD# 6381816) is an Investment Advisor Representative working at Affordable Life Plans, LLC in Carrollton, TX and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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