linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Giles Talley

Voya Financial Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Giles Talley

William Giles Talley is a financial advisor with over 19 years of experience in the financial services industry. William is currently registered with Voya Financial Partners, LLC and holds Series 6, 7, 63, 65 and SIE licenses. William has previously been registered with LPL Financial LLC, Fidelity Brokerage Services LLC, Vanguard Marketing Corporation, Newport Group Securities, Inc. and Dean Witter Reynolds Inc. William is a dedicated professional with a strong commitment to helping clients achieve their financial goals.

Firm Information

William Talley is currently registered with Voya Financial Partners, LLC. Voya Financial Partners, LLC is a Limited Liability Company formed in November 2000. The firm is registered in all 50 U.S. states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

460

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Talley’s Registration & Firm History

MA

02/25/2019 - Present

Voya Financial Partners, LLC (BRAINTREE MA)

GA

11/24/2014 - 10/03/2016

LPL FINANCIAL LLC (ATLANTA GA)

GA

07/26/2011 - 09/29/2014

FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)

AZ

03/03/2008 - 07/06/2011

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

FL

05/24/2006 - 01/18/2008

NEWPORT GROUP SECURITIES, INC. (HEATHROW FL)

NY

02/19/1998 - 06/21/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

Not sure if William Giles Talley is right for you?

Licenses & Designations

BC

Issued 08/02/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/05/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/25/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/03/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2015

Series 7 - General Securities Representative Examination

BC

Issued 05/23/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/19/1998

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Giles Talley.
Not sure if William Giles Talley is right for you?