Julie Roberts Talbot
Investment adviser representative at Csenge Advisory Group, LLC
10 yearsExperience
1 stateRegistered in
$3.2BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- J. Roberts Capital, Inc.May 2025 to now
- Csenge Advisory Group, LLCSep 2019 to now
- NavitasAug 2016 to Apr 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (MS).
Csenge Advisory Group, LLC
$3.2BAssets managed
7,199Clients
70Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2210508
- Firm CRD
- 131167