Jeffrey
Talley
Founders Financial Alliance, LLC
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About this Advisor
Jeffrey Talley is a financial advisor working out of Raleigh, North Carolina who has 7 years of industry experience. Talley is an advisor for Founders Financial Alliance, LLC. Talley has gained experience at Bank Of Stanly, Strategic Alliance Corp, Private Client Services LLC, Founders Financial Alliance, LLC, Lpl Financial, LLC and Founders Wealth Advisors, LLC. Talley holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Founders Financial Alliance, LLC is an advisory company operating out of Raleigh, NC. The firm has offices in 13 locations and a total of 28 financial advisors. It handles $617 million in assets under management between its 2,661 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm serves 11 charities and foundations. Of its 2,661 customer accounts, 34% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors depend on the type of services offered. However, fee types billed by Founders Financial Alliance, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Founders Financial Alliance, LLC Brokerage Details
$617,123,862
28
2,661
$231,914
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jeffrey Talley Work History
Jeffrey has been registered as a financial advisor for 7 years.*
Founders Financial Alliance, LLC
Lpl Financial, LLC
Founders Wealth Advisors, LLC
Private Client Services LLC
Strategic Alliance Corp
Bank Of Stanly
*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 Jeffrey Talley 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 Founders Financial Alliance, LLC
Raleigh, NC
St. Petersburg, FL
Cary, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
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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