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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tristan? Claim Your ProfileTristan Talley is a registered Investment Advisor Representative with Onedigital Investment Advisors. Tristan has been in the financial services industry since 1999. Tristan has a Series 6, Series 63, and Series 65 license, as well as the SIE exam. Tristan is registered to provide investment advice in Alabama, Arizona, Arkansas, California, Colorado, Florida, Iowa, Kansas, Missouri, Nebraska, New Mexico, Oklahoma, Pennsylvania, South Dakota, Tennessee, Texas, Virginia, Washington, and Wyoming. Tristan specializes in retirement planning, estate planning, insurance, and financial planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
01/02/2015 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
KS
02/16/2017 - 08/23/2024
TRIAD ADVISORS LLC (Overland Park KS)
KS
11/30/2010 - 03/02/2017
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
01/14/2008 - 11/30/2010
NRP FINANCIAL, INC. (LEAWOOD KS)
KS
03/09/2006 - 01/22/2008
LPL FINANCIAL CORPORATION (LEAWOOD KS)
PA
07/14/1999 - 03/14/2006
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
IA
Issued 06/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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