AdvisorOS Directory
Claim Profile
Unclaimed Profile
JT

James Braxton Talbert

AFFORDABLE LIFE PLANS, LLC·CARROLLTON, Texas
AFFORDABLE 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
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

James Braxton Talbert is a registered financial advisor based in CARROLLTON, Texas, affiliated with AFFORDABLE LIFE PLANS, 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
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
AFFORDABLE LIFE PLANS, LLC
AFFORDABLE LIFE PLANS, LLC
AUM
$799K
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at AFFORDABLE LIFE PLANS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 6381816
Firm CRD# 164009
View on FINRA BrokerCheck →

Looking for a financial advisor in CARROLLTON?

Browse all registered financial advisors in CARROLLTON, Texas or claim this profile if it's yours.

Browse CARROLLTON AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at AFFORDABLE LIFE PLANS, LLC

Kenneth Leroy Talbert
CARROLLTON, TX
Robert W. Boyd
CARROLLTON, TX
Matthew Lawrence Winebrenner
CARROLLTON, TX
Timothy Dennis Amerson
ADDISON, TX
James Patrick Leaderer
CARROLLTON, TX
Shaun Paul Knapp
CARROLLTON, TX

More Advisors in CARROLLTON, Texas

Justin Childs Farris
FARRIS CAPITAL MANAGEMENT INC.·CARROLLTON, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile