Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Talbert is an investment advisor representative with Latitude Advisors, LLC and has over 25 years of experience in the financial services industry. Donald Talbert has been registered with the Securities and Exchange Commission since 1996 and is currently registered in Indiana and Kentucky. He provides financial planning services to individuals, high-net-worth individuals, businesses and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party referral fees
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2
FL
11/03/2023 - Present
Latitude Advisors, LLC (VERO BEACH FL)
KY
03/09/2018 - 07/31/2018
ONEAMERICA SECURITIES, INC. (Florence KY)
OH
01/09/2018 - 03/14/2018
PRUCO SECURITIES, LLC. (CINCINNATI OH)
KY
06/11/2015 - 12/31/2017
MML INVESTORS SERVICES, LLC (Florence KY)
FL
01/05/2010 - 05/18/2015
GWN SECURITIES INC. (PALM BEACH GARDENS FL)
KY
04/07/2006 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (HEBRON KY)
NY
01/30/2002 - 04/13/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/03/2000 - 02/20/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
CT
06/12/1998 - 06/30/2000
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
KY
06/02/1997 - 06/26/1998
R. H. YORK & COMPANY, INC. (COVINGTON KY)
FL
02/12/1997 - 05/29/1997
INVESTACORP, INC. (MIAMI FL)
NY
06/26/1996 - 03/05/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
GA
01/16/1996 - 07/16/1996
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 02/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 02/06/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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