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Julie Roberts Talbot

Csenge Advisory Group, LLC

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About Julie Roberts Talbot

Julie Roberts Talbot is a financial advisor at Csenge Advisory Group, LLC. Julie has been in the industry since 1992 and has held several positions at various firms including Raymond James Financial Services, Inc. and Robert Thomas Securities, Inc. Julie specializes in financial planning, portfolio management and asset allocation services for individuals and businesses. Julie is licensed to provide investment advice in Mississippi.

Firm Information

Julie Talbot is currently registered with Csenge Advisory Group, LLC. Csenge Advisory Group, LLC is a financial advisory firm headquartered in Clearwater, Florida. With over 76 investment advisor representatives, they manage over $2.75 billion in assets for individuals, corporations, charitable organizations, and other clients. They offer a range of services including financial planning, asset allocation, and portfolio management. They also provide pension consulting and selection of other advisors.
Csenge Advisory Group, LLC

4755 EAST BAY DRIVE

CLEARWATER, FL 33764

$2.75B

Assets Under Management

Not reported

Total Clients

67

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation services

Asset allocation services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julie Talbot’s Registration & Firm History

MS

08/16/2022 - Present

Csenge Advisory Group, LLC (Ridgeland MS)

MS

03/26/2002 - 12/19/2005

RAYMOND JAMES FINANCIAL SERVICES, INC. (HATTIESBURG MS)

FL

01/04/1999 - 07/06/2001

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

FL

01/06/1996 - 01/04/1999

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

MS

04/29/1992 - 01/16/1996

TRUSTMARK FINANCIAL SERVICES, INC. (JACKSON MS)

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Licenses & Designations

IA

Issued 07/02/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/07/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/06/1996

Series 24 - General Securities Principal Examination

BC

Issued 02/20/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julie Roberts Talbot.
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