James Dwyer Pirak
Investment adviser representative at Talbot Financial, LLC
11 yearsExperience
4 statesRegistered in
$1.3BFirm assets
15 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Talbot Financial, LLCJun 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 4 states (CA, NM, TX, WA).
Talbot Financial, LLC
$1.3BAssets managed
269Clients
2Advisers
15 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
- 2365347
- Firm CRD
- 155162