Talbot Millar (CRD# 7218490) is an Investment Advisor Representative working at Commonwealth Financial Network in Saint Cloud, MN and has 1 year of experience in the finance industry.
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
CRD# 6032657
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Degraaf Financial | Saint Cloud, MN | Mar 2024 - Current | < 1 |
| Degraaf Financial | St. Cloud, MN | Jan 2020 - Mar 2024 | 4 |
| Gb & Company | 80 37th Ave S, MN | May 2014 - Jun 2021 | 7 |
| Full Time Education | Milaca/st. Cloud, MN | Jan 2011 - Dec 2017 | 6 |
| University Commons | Minneapolis, MN | Jun 2015 - Sep 2015 | < 1 |
| The Children's Place | 4101 W Division St, MN | Nov 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- MN
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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