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James Braxton Talbert

AFFORDABLE LIFE PLANS, LLC·CARROLLTON, Texas
Series 65Clean record10 years registeredAFFORDABLE LIFE PLANS, LLC
3410 MIDCOURT RD, CARROLLTON, TX 75006CRD# 6381816Firm CRD# 164009

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Braxton Talbert · CARROLLTON, TX
Registration
CRD #6381816 · AFFORDABLE LIFE PLANS, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

BRAXTON FINANCIAL GROUP, LLC
Aug 2018 – present
AFFORDABLE LIFE PLANS, LLC
Aug 2016 – present
AFFORDABLE LIFE PLANS, LLC
Feb 2016 – Dec 2023
CARROLLTON, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 9, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AFFORDABLE LIFE PLANS, LLC
CRD 164009 · SEC 801-78039
AUM
$799K
Regulatory assets under management
Employees
16
33 client accounts
Services offered by AFFORDABLE LIFE PLANS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AFFORDABLE LIFE PLANS, LLC →
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05

Frequently Asked Questions

What services does James Braxton Talbert offer?
James Braxton Talbert specializes in Financial Planning, Investment Management. Contact their office in CARROLLTON, Texas for a consultation.
What are James Braxton Talbert's credentials?
James Braxton Talbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Braxton Talbert located?
James Braxton Talbert is based in CARROLLTON, Texas, working with AFFORDABLE LIFE PLANS, LLC. Their office serves clients in the CARROLLTON metropolitan area and surrounding communities.
How does James Braxton Talbert charge for services?
James Braxton Talbert's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFFORDABLE LIFE PLANS, LLC?
AFFORDABLE LIFE PLANS, LLC has approximately 16 employees and manages $799K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AFFORDABLE LIFE PLANS, LLC

Matthew Lawrence Winebrenner
CARROLLTON, TX
Timothy Dennis Amerson
ADDISON, TX
James Patrick Leaderer
CARROLLTON, TX

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