Donald Talbert has been an investment adviser representative at Latitude Advisors since July 2018, and is not listed among the firm’s executive officers or direct owners.
Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.
Donald Talbert’s longest registration is the current one, 8 years at Latitude Advisors since 2018. Before joining Latitude Advisors in 2018, Donald Talbert was registered through Oneamerica Securities, Inc. and MML Investors Services, LLC.
- Latitude Advisors, LLCCurrent– present · 8 yearsFlorence, KY · Adviser representative · Firm CRD 151001
- Oneamerica Securities, Inc.– · under a yearFlorence, KY · Adviser representative · Firm CRD 4173
- MML Investors Services, LLC– · 2 yearsFlorence, KY · Adviser representative · Firm CRD 10409
- Medallion Advisory Services, LLC– · 3 yearsHebron, KY · Adviser representative · Firm CRD 113788
- Axa Advisors, LLC– · 3 yearsCincinnati, OH · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Donald Talbert is registered as an investment adviser representative in Kentucky, since November 2023.
- KentuckySince 3 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 8 August 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 February 2002 |
| Series 7 | General Securities Representative Examination | 16 June 1997 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 6 February 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 January 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 January 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Donald W Talbert
- CRD
- 2610243
- Firm
- Latitude Advisors · CRD 151001
- Office
- 7000 Houston Road, Ste 17, Florence, KY 41042
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 1996
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Donald Talbert work?
Donald Talbert is an investment adviser representative registered through Latitude Advisors, LLC since July 2018, and is not listed among the firm’s executive officers or direct owners.
Is Donald Talbert a financial advisor?
Yes. Donald Talbert has a current investment-adviser registration in Kentucky, through Latitude Advisors since July 2018.
How many years of experience does Donald Talbert have?
Donald Talbert has 30 years in the financial industry, since February 1996, across 5 adviser firms.
What exams has Donald Talbert passed?
Donald Talbert has passed 6 licensing exams: the Series 6, Series 63, Series 26, Series 7, Series 65 and Series 24. The earliest, the Series 6, was passed in January 1996. FINRA credited Donald Talbert with the SIE, which began in October 2018.
Where did Donald Talbert work before Latitude Advisors?
Before Latitude Advisors, Donald Talbert was registered through MML Investors Services, LLC, July 2015 to December 2017; Medallion Advisory Services, LLC, April 2006 to December 2009; Axa Advisors, LLC, January 2003 to April 2006.
Where is Donald Talbert based?
Donald Talbert’s registered office is in Florence, KY.
Is Donald Talbert registered with FINRA?
Yes. Donald Talbert has a current broker registration, under CRD 2610243.
Source: FINRA BrokerCheck
How can I verify Donald Talbert’s record?
Search CRD 2610243 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Donald Talbert’s full registration record.