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).

By the Numbers
  • Total Assets Under Management
    748
    MILLION
  • Total Number of Accounts
    410
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, FL, 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

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 M. Swoffer
CRD#: 2088267
10500 Ne 8th Street, #1700, Bellevue, WA 98004

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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