Bobby Jacob Tallent
Investment adviser representative at LPL Financial LLC
14 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Bobby Jacob Tallent? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- First Horizon BankMar 2026 to now
- LPL Financial LLCMar 2026 to now
- Wesbanco BankApr 2025 to Feb 2026
- Cetera Investment Advisers LLCMar 2022 to Apr 2025
- Cetera Investment Services LLCMar 2022 to Apr 2025
- Regions BankMar 2022 to Apr 2025
- Bank of America N.ANov 2019 to Mar 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to Mar 2022
- Charles Schwab & Co., Inc.Jul 2012 to Sep 2019
- Charles Schwab BankJul 2012 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TN).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4875478
- Firm CRD
- 6413