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Kenneth Leroy Talbert

AFFORDABLE LIFE PLANS, LLC·CARROLLTON, Texas
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3000 KELLWAY, CARROLLTON, TX 75006CRD# 728588Firm CRD# 164009
01

About

Kenneth Leroy 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
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# 728588
Firm CRD# 164009
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kenneth Leroy Talbert offer?
Kenneth Leroy Talbert specializes in Financial Planning, Investment Management. Contact their office in CARROLLTON, Texas for a consultation.
What are Kenneth Leroy Talbert's credentials?
Kenneth Leroy Talbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Leroy Talbert located?
Kenneth Leroy 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 Kenneth Leroy Talbert charge for services?
Kenneth Leroy 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 in CARROLLTON
Robert W. Boyd — AFFORDABLE LIFE PLANS, LLCMatthew Lawrence Winebrenner — AFFORDABLE LIFE PLANS, LLCJames Patrick Leaderer — AFFORDABLE LIFE PLANS, LLCJames Braxton Talbert — AFFORDABLE LIFE PLANS, LLCShaun Paul Knapp — AFFORDABLE LIFE PLANS, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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Research
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