Donald
Talbert
Latitude Advisors, LLC
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About this Advisor
Donald Talbert is a financial advisor who works out of Vero Beach, Florida with 5 years of industry experience. Talbert is on the advisory team at Latitude Advisors, LLC. Their career trajectory has included roles at Gwn Securities Inc, Latitude Advisors, LLC, Mass Mutual Life Insurance Company, Mml Investors Services, Pruco Securities, LLC, The Prudential Insurance Company Of America, American United Life, Oneamerica Securities and Gwn Securities, Inc. Talbert maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Indiana. Latitude Advisors, LLC is a company with a branch in Vero Beach, Florida. The firm has offices in 25 locations and a total of 75 employees. It administers $349 million in assets across its 1,320 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,320 accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically are based on the financial services provided. Fee types charged by Latitude Advisors, LLC can consist of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Latitude Advisors, LLC Brokerage Details
$348,576,000
75
1,320
$264,073
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
Donald has been registered as a financial advisor for 5 years.*
Latitude Advisors, LLC
American United Life
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Schaumburg, IL
Vero Beach, FL
Vero Beach, FL
Vero Beach, FL
Astoria, NY
Yorkville, IL
Northbrook, IL
Cerritos, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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