Unclaimed
Christopher John Talbert is a financial advisor who has been in the industry since August 4, 2004. Christopher is currently registered with LPL Financial LLC as a registered representative. Christopher previously worked for CAPITAL ONE INVESTMENT SERVICES LLC and CHEVY CHASE FINANCIAL SERVICES. Christopher holds the following licenses: Series 66, Series 7 and the SIE. Christopher has a designation as a Certified Financial Planner. Christopher specializes in portfolio management for businesses and individuals, financial planning, pension consulting and educational seminars. Christopher's primary business location is in Alexandria, VA.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
06/22/2012 - Present
LPL Financial LLC (ALEXANDRIA VA)
VA
04/27/2010 - 06/20/2012
CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)
MD
08/04/2004 - 05/01/2010
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
BOTH
Issued 09/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Talbert is the right advisor for you? Invested Better is here to help.