Ryan Talbot
Ryan Talbot is a registered investment advisor at LPL Financial LLC, based in Zachary, LA, with 18 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Zachary, LA
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2014Other Business ActivitiesSells Insurance
Ryan owns Z Street Holding, LLC, a real estate rental business, and another rental property, dedicating minimal time to each. He also sells fixed life insurance and long term care insurance, spending a few hours per week on this activity, and is a non-profit board member.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Brokersxpress LLC
Brokersxpress LLCBroker
Edward Jones
Edward JonesBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Rodney Johnson, ChFCState Farm Investment Management CORP.