Donald W Talbert
Investment adviser representative at Latitude Advisors, LLC
11 yearsExperience
1 stateRegistered in
$566.5MFirm assets
17 yearsFirm in business
Are you Donald W Talbert? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Latitude Advisors, LLCJul 2018 to now
- Gwn Securities, Inc.Jul 2018 to now
- American United LifeJan 2018 to now
- Oneamerica SecuritiesMar 2018 to Jul 2018
- Pruco Securities, LLCDec 2017 to Mar 2018
- The Prudential Insurance Company of AmericaDec 2017 to Mar 2018
- MML Investors ServicesJun 2015 to Dec 2017
- Mass Mutual Life Insurance CompanyMay 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (KY).
Latitude Advisors, LLC
$566.5MAssets managed
1,590Clients
64Advisers
17 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
- 2610243
- Firm CRD
- 151001