Donald
Talbert
Latitude Advisors, LLC
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About this Advisor
Donald Talbert is a financial advisor based in Vero Beach, Florida, working with Latitude Advisors, LLC. Donald has previously held positions at Gwn Securities Inc, Latitude Advisors, LLC, Mass Mutual Life Insurance Company, Mml Investors Services, American United Life, Oneamerica Securities, Pruco Securities, LLC, The Prudential Insurance Company Of America, and Gwn Securities, Inc. Donald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana and Kentucky. Currently, Donald is part of Latitude Advisors, LLC, which operates out of Vero Beach, Florida. The firm has 25 offices and 74 employees. The firm manages assets totaling $340.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Latitude Advisors, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
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Latitude Advisors, LLC Brokerage Details
$340,392,000
74
1,710
$199,060
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Donald Talbert Work History
American United Life
Latitude Advisors, LLC
Gwn Securities, Inc
Oneamerica Securities
Pruco Securities, LLC
The Prudential Insurance Company Of America
Mass Mutual Life Insurance Company
Mml Investors Services
Gwn Securities Inc
Latitude Advisors, LLC
Disclosures
Please visit the SEC profile of Donald Talbert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Latitude Advisors, LLC
Vero Beach, FL
Allentown, PA
Northbrook, IL
Vero Beach, FL
Schaumburg, IL
Astoria, NY
Vero Beach, FL
Vero Beach, FL
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