Trey
Talley
Fluent Financial, LLC
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About this Advisor
Trey Talley is a financial advisor based in Dallas, Texas with a total of 3 years of industry experience. Talley is an employee of Fluent Financial, LLC. Over the course of their career, they have held roles at Td Ameritrade, Adecco Colleagues, Dillards, Honda Cars Of Rockwall, Autonation, Sterling Jewelers Inc, Tcby, Tyler Junior College, Curbside Certainty, Jpmorgan Securities LLC, Adecco Na - Special Counsel, Inc, Charles Schwab & Co., Inc, Fluent Financial LLC, Eastfield Com. College and Private Client Services. Talley has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can operate in Texas. Fluent Financial, LLC is a firm based out of Dallas, TX. It handles $250 million in assets under management among its 1,079 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,079 accounts, 44% belong to high-net-worth investors who have greater than $1 million in investable assets. Fluent Financial, LLC performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fee schedules usually are based on which services the firm provides the client. Fee types billed by Fluent Financial, LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fluent Financial, LLC Brokerage Details
$250,250,046
10
1,079
$231,928
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Trey Talley Work History
Trey has been registered as a financial advisor for 3 years.*
Fluent Financial LLC
Private Client Services
Charles Schwab & Co., Inc
Jpmorgan Securities LLC
Td Ameritrade
Adecco Colleagues
Honda Cars Of Rockwall
Adecco Na - Special Counsel, Inc
Eastfield Com. College
Dillards
Autonation
Curbside Certainty
Sterling Jewelers Inc
Tcby
Tyler Junior College
*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 Trey 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 Fluent Financial, LLC
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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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