Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby Tallent is an investment advisor representative associated with Cetera Investment Advisers LLC. Bobby Tallent has over 16 years of experience in the financial services industry. Bobby Tallent is licensed to provide investment advice in Alabama, Florida, Georgia, Illinois, Mississippi, New York, North Carolina, Tennessee, and Utah. Prior to joining Cetera Investment Advisers LLC, Bobby Tallent was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Charles Schwab & Co., Inc., LPL Financial LLC, Wells Fargo Advisors, LLC, and First Tennessee Brokerage, Inc.. Bobby Tallent holds the Series 7, Series 63, and Series 66 securities licenses. Bobby Tallent specializes in financial planning, pension consulting, educational seminars, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
03/07/2022 - Present
Cetera Investment Advisers LLC (CHATTANOOGA TN)
TN
11/05/2019 - 03/12/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHATTANOOGA TN)
TN
08/09/2012 - 10/09/2019
CHARLES SCHWAB & CO., INC. (Chattanooga TN)
TN
08/16/2011 - 05/09/2012
LPL FINANCIAL LLC (NASHVILLE TN)
TN
10/27/2008 - 06/01/2011
WELLS FARGO ADVISORS, LLC (BRENTWOOD TN)
TN
06/13/2006 - 10/23/2008
FIRST TENNESSEE BROKERAGE, INC. (FRANKLIN TN)
BOTH
Issued 11/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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