David Joseph Talbot
Investment adviser representative at Concorde Asset Management, LLC
20 yearsExperience
10 statesRegistered in
CFP® certificationDesignation
$598.4MFirm assets
Are you David Joseph Talbot? 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
20 years in the industry.
- Concorde Asset Management, LLCApr 2019 to now
- Concorde Investment ServicesApr 2019 to now
- The Silbernagel Group, IncFeb 2019 to now
- Woodbury Financial Services IncFeb 2019 to Mar 2019
- Jasen Wealth Advisors, LLCOct 2015 to Dec 2018
- Woodbury Financial ServicesSep 2006 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 10 states (CA, CO, FL, IN, MN, MT, NY, TX, UT, WI).
Concorde Asset Management, LLC
$598.4MAssets managed
3,705Clients
79Advisers
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
- 5043438
- Firm CRD
- 140367