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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-08-1997
- Office Locations
- 1
Office Locations
About Talley Financial
Talley Financial (Chelan, WA) is a full-service investment advisory and financial planning firm serving individuals, families, and business owners nationwide. Provides portfolio analysis, asset-allocation design, ongoing investment management, and planning for retirement, taxes, estates, college funding, and stock options, coordinating with clients’ legal and insurance professionals. Uses a disciplined risk/return approach and supports Schwab and LPL custody.
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Owner & Executives
DARREN JOSEPH TALLEY
Investment Advisor Representative, Owner
- CRD
- #1311418
- Ownership
- 50% but less than 75%
LISA MARIE TALLEY
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,345,293 | -- |
| Non-Discretionary | $416,305 | -- |
| Total | $14,761,598 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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