Talbot Financial, LLC

Talbot Financial, LLC (CRD# 155162) is a financial advisory firm headquartered in Bellevue, WA. They manage $204,281,131 in 152 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
10500 Ne 8th Street, #1700, Bellevue, WA 98004
http://www.talbotfinancial.com/
By the Numbers
  • Total Assets Under Management
    204
    MILLION
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $1,343,955
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 Pirak, financial advisor Bellevue WA
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 24 years of experience in the finance industry.

2
Nathan Talbot, financial advisor Bellevue WA
Nathan H. Talbot
CRD#: 4822252
10500 Ne 8th Street, #1700, Bellevue, WA 98004
90
Wealthminder
score

Nathan Talbot (CRD# 4822252) is an Investment Advisor Representative working at Talbot Financial, LLC in Bellevue, WA and has over 4 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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