Talbot Financial, LLC
Talbot Financial, LLC (CRD# 155162) is a financial advisory firm headquartered in Bellevue, WA. They manage $748,306,026 in 410 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management748MILLION
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Total Number of Accounts410ACCOUNTS
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Average Account Value$1,825,137
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, NM, TX, WA
Financial Advisors at Talbot Financial, LLC
1
James Pirak (CRD# 2365347) is an Investment Advisor Representative working at Talbot Financial, LLC in Bellevue, WA and has over 30 years of experience in the finance industry.
2
Thomas Swoffer (CRD# 2088267) is an Investment Advisor Representative working at Talbot Financial, LLC in Bellevue, WA and has over 33 years of experience in the finance industry.
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