Talis Advisory Services, LLC

Talis Advisory Services, LLC (CRD# 135145) is a financial advisory firm headquartered in Plano, TX. They manage $155,496,144 in 548 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    548
    ACCOUNTS
  • Average Account Value
    $283,752
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, CO, FL, MI, NC, NH, NJ, NY, OK, TX, VA

Financial Advisors at Talis Advisory Services, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Robert J. Lamse
CRD#: 5170744
6205 Chapel Hill Blvd, Suite 400, Plano, TX 75093
96
Wealthminder
score

Robert Lamse (CRD# 5170744) is an Investment Advisor Representative working at Talis Advisory Services, LLC in Plano, TX and has over 10 years of experience in the finance industry. Robert Lamse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sarah V. Crowe
CRD#: 4659947
6205 Chapel Hill Blvd, Suite 400, Plano, TX 75093
93
Wealthminder
score

Sarah Crowe (CRD# 4659947) is an Investment Advisor Representative working at Talis Advisory Services, LLC in Plano, TX and has over 13 years of experience in the finance industry. Sarah Crowe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Donna M. Garlock
CRD#: 4640549
6205 Chapel Hill Blvd, Suite 400, Plano, TX 75093
93
Wealthminder
score

Donna Garlock (CRD# 4640549) is an Investment Advisor Representative working at Talis Advisory Services, LLC in Plano, TX and has over 13 years of experience in the finance industry.

4
Michael W. Perkins
CRD#: 4879082
6205 Chapel Hill Blvd., Suite 400, Plano, TX 75093
93
Wealthminder
score

Michael Perkins (CRD# 4879082) is an Investment Advisor Representative working at Talis Advisory Services, LLC in Plano, TX and has over 11 years of experience in the finance industry.

5
Stephen T. Hart
CRD#: 6486247
6205 Chapel Hill Blvd, Suite 400, Plano, TX 75093
90
Wealthminder
score

Stephen Hart (CRD# 6486247) is an Investment Advisor Representative working at Talis Advisory Services, LLC in Plano, TX and has 1 year of experience in the finance industry. Stephen Hart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Gina P. Aldaz
CRD#: 6569932
6205 Chapel Hill Blvd, Suite 400, Plano, TX 75093
87
Wealthminder
score

Gina Aldaz (CRD# 6569932) is an Investment Advisor Representative working at Talis Advisory Services, LLC in Plano, TX and has 1 year of experience in the finance industry.

7
Lucinda Y. Chen
CRD#: 6561423
Frisco, TX
87
Wealthminder
score

Lucinda Chen (CRD# 6561423) is an Investment Advisor Representative working at Talis Advisory Services, LLC in Frisco, TX and has 1 year of experience in the finance industry.

8
Jeffrey B. Everett
CRD#: 4443268
6205 Chapel Hill Blvd, Suite 400, Plano, TX 75093
87
Wealthminder
score

Jeffrey Everett (CRD# 4443268) is an Investment Advisor Representative working at Talis Advisory Services, LLC in Plano, TX and has 1 year of experience in the finance industry.

9
David B. Richards
CRD#: 2462119
Frisco, TX
71
Wealthminder
score

David Richards (CRD# 2462119) is an Investment Advisor Representative working at Talis Advisory Services, LLC in Frisco, TX and has over 22 years of experience in the finance industry. David Richards has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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