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Zachary D. Talley

MUSTARD SEED FINANCIAL, LLC·MAGNOLIA, Arkansas
Clean recordMUSTARD SEED FINANCIAL, LLC
202 S. PINE, MAGNOLIA, AR 71753CRD# 5477904Firm CRD# 117737

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zachary D. Talley · MAGNOLIA, AR
Registration
CRD #5477904 · MUSTARD SEED FINANCIAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Zachary D. Talley is a registered financial advisor based in MAGNOLIA, Arkansas, affiliated with MUSTARD SEED FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
MUSTARD SEED FINANCIAL, LLC
MUSTARD SEED WEALTH MANAGEMENT
AUM
$364M
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5477904
Firm CRD# 117737
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Zachary D. Talley offer?
Zachary D. Talley specializes in Financial Planning, Investment Management. Contact their office in MAGNOLIA, Arkansas for a consultation.
What are Zachary D. Talley's credentials?
Zachary D. Talley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary D. Talley located?
Zachary D. Talley is based in MAGNOLIA, Arkansas, working with MUSTARD SEED FINANCIAL, LLC. Their office serves clients in the MAGNOLIA metropolitan area and surrounding communities.
How does Zachary D. Talley charge for services?
Zachary D. Talley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MUSTARD SEED FINANCIAL, LLC?
MUSTARD SEED FINANCIAL, LLC has approximately 9 employees and manages $364M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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