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Trey William Talley

Fluent Financial, LLC

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About Trey William Talley

Trey Talley is a financial advisor who has been in the industry since 2018. Trey currently works at Fluent Financial, LLC, and previously worked at Charles Schwab & Co., Inc. and J.P. Morgan Securities LLC. Trey is registered with the state of Texas and holds Series 7, 63 and 66 licenses. Trey's specializations include Portfolio Management for Individuals and Financial Planning. Fluent Financial, LLC, is an SEC-registered investment advisor with offices in Dallas, Texas. The firm specializes in providing financial advice to individuals and families.

Firm Information

Trey Talley is currently registered with Fluent Financial, LLC. Fluent Financial, LLC is a registered investment advisor based in Dallas, Texas. The firm provides a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Fluent Financial has approximately $287.8 million in regulatory assets under management, serving a client base that includes high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. They have a team of 5 investment advisor representatives and 2 licensed agents. Fluent Financial also participates in wrap fee programs.
Fluent Financial, LLC

14800 LANDMARK BLVD.

DALLAS, TX 75254

$287.80M

Assets Under Management

1

Total Clients

4

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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Trey Talley’s Registration & Firm History

TX

09/14/2020 - Present

Fluent Financial, LLC (DALLAS TX)

TX

01/09/2019 - 04/10/2020

CHARLES SCHWAB & CO., INC. (Westlake TX)

TX

09/12/2018 - 01/08/2019

J.P. MORGAN SECURITIES LLC (Plano TX)

TX

08/10/2017 - 07/20/2018

TD AMERITRADE, INC. (Southlake TX)

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Licenses & Designations

BOTH

Issued 09/17/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/18/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trey William Talley.
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