Joshua
Tallent
Osaic Institutions, Inc
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About this Advisor
Joshua Tallent is a financial advisor based in Hendersonville, North Carolina, working with Osaic Institutions, Inc. Joshua has previously held positions at Ski Country Sports, Capital Bank, Lpl Financial LLC, Hometrust Bank, and Infinex Investments, Inc. Joshua has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina and South Carolina. Currently, Joshua is part of Osaic Institutions, Inc, which operates out of Hendersonville, North Carolina. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Joshua Tallent Work History
Infinex Investments, Inc
Hometrust Bank
Capital Bank
Lpl Financial LLC
Ski Country Sports
Disclosures
Please visit the SEC profile of Joshua Tallent 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 Osaic Institutions, Inc
Dover, NH
Fargo, ND
Scarsdale, NY
Cornelius, NC
Centerville, MA
New York, NY
Canton, MA
Christiansburg, VA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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