Talbot Financial, LLC

Talbot Financial, LLC (CRD# 155162) is a financial advisory firm headquartered in Bellevue, WA. They manage $110,460,243 in 102 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $1,082,944
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NM, TX, WA

Financial Advisors at Talbot Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James D. Pirak
CRD#: 2365347
10500 Ne 8th Street, #1700, Bellevue, WA 98004
93
Wealthminder
score

James Pirak (CRD# 2365347) is an Investment Advisor Representative working at Talbot Financial, LLC in Bellevue, WA and has over 23 years of experience in the finance industry.

2
Nathan H. Talbot
CRD#: 4822252
10500 Ne 8th Street, #1700, Bellevue, WA 98004
89
Wealthminder
score

Nathan Talbot (CRD# 4822252) is an Investment Advisor Representative working at Talbot Financial, LLC in Bellevue, WA and has over 3 years of experience in the finance industry.

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