Seros Financial, LLC
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About this Advisor
Susan Talbott is an investment advisor in Tempe, Arizona. Currently an investment advisor with Seros Financial, LLC, Talbott has 20 years of practice as an investment advisor. Talbott has Series 63 and Series 66 licenses, certifying them as a securities broker. Talbott is registered to work with investors in Arizona. Talbott has gained experience at Knowledgetrax, LLC, Metlife Securities Inc, United Planners' Financial Services, My 2 Do LLC, Pinnacle Financial Advisors, Susan Talbott Independent Insurance, Seros Financial LLC, United Planners/Pinnacle Financial Advisors, Knowledgetrax LLC, Metlife, My-2-Do LLC and Pinnacle Achievement Group LLC. Seros Financial, LLC is headquartered in Tempe, Arizona, and has two other brick-and-mortar locations throughout the country. In total, Seros Financial, LLC oversees $94 million in assets covering 487 accounts and employs seven staff members. The amount of assets the firm manages makes it one of the smaller financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 13% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Seros Financial, LLC can offer financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Seros Financial, LLC Brokerage Details
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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 20 years of experience.
Seros Financial LLC
Seros Financial LLC
United Planners' Financial Services
Pinnacle Financial Advisors
Susan Talbott Independent Insurance
United Planners/Pinnacle Financial Advisors
Pinnacle Achievement Group LLC
My 2 Do LLC
Metlife Securities Inc
Susan Talbott has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Seros Financial, LLC