Susan
Talbott

Seros Financial, LLC

CRD#4868756
Investment Advisor
in Tempe, AZ

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About this Advisor

Susan Talbott is an investment advisor located in Tempe, Arizona. Currently an investment advisor at Seros Financial, LLC, they have gathered 18 years of work experience as a financial advisor. Talbott maintains Series 63 and Series 66 licenses, qualifying them as a securities representative. Talbott can serve customers based out of Arizona. During their career, Talbott has held roles at Knowledgetrax, LLC, Metlife Securities Inc, United Planners' Financial Services, Pinnacle Achievement Group LLC, Seros Financial LLC, My 2 Do LLC, Pinnacle Financial Advisors, Susan Talbott Independent Insurance and United Planners/Pinnacle Financial Advisors. Seros Financial, LLC is headquartered in Tempe, Arizona. None of the advisor firm's clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant, Personal Financial Specialist

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Disclosures

No

Office Location

2141 E Broadway Road Suite 104
Tempe, AZ 85282

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Seros Financial, LLC Brokerage Details

Total Assets Under Management

$67,048,249

AZ Average: $1,555,372,352
Total Number of Employees

7

AZ Average: 37
Total Number of Accounts

418

AZ Average: 1,370
Average Account Size

$160,403

AZ Average: $1,135,308

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters

Susan Talbott Work History

Susan has 18 years of experience.

2017 - Present (2 years)

Seros Financial LLC

2017 - Present (2 years)

Seros Financial LLC

2015 - Present (4 years)

United Planners' Financial Services

2015 - Present (4 years)

Pinnacle Financial Advisors

2015 - Present (4 years)

Susan Talbott Independent Insurance

2015 - Present (4 years)

United Planners/Pinnacle Financial Advisors

2007 - Present (12 years)

Pinnacle Achievement Group LLC

2000 - Present (19 years)

Knowledgetrax, LLC

2000 - Present (19 years)

Knowledgetrax LLC

2014 - 2016 (2 years)

My 2 Do LLC

2014 - 2015 (1 year)

My-2-Do LLC

2007 - 2014 (7 years)

Metlife Securities Inc

2007 - 2015 (8 years)

Metlife

Disclosures

Susan Talbott has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Seros Financial, LLC

Susan Talbott
Tempe, AZ

This content was compiled from the SEC and FINRA.

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