Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allen Talton is a financial advisor registered in the state of North Carolina. Robert has been working in the financial services industry since 2015, and has experience with various financial products and services, including financial planning, portfolio management for individuals, and educational seminars. Robert is currently employed by Credit Union Investment Services and has previously worked for Edward Jones. Robert is an investment advisor representative and is also registered as a registered representative.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
NC
12/14/2018 - Present
Credit Union Investment Services (Goldsboro NC)
NC
09/15/2015 - 12/04/2017
EDWARD JONES (CLAYTON NC)
BOTH
Issued 10/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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