Jeffrey Michael Talley

Current Employers

Employment History

• 07/2016 → Present
  Lpl Financial, Llc
  Locust, NC
• 07/2016 → Present
  Founders Wealth Advisors, Llc
  Locust, NC
• 10/2016 → Present
  Founders Financial Alliance, Llc
  Locust, NC

Previous Registrations

• 2001-12-31 → 2016-07-29
  Uwharrie Investment Advisors, Inc.
  Albemarle, NC

Other Businesses

(1) 07/22/2016: FOUNDERS WEALTH ADVISORS, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start 07/01/2016 - 160 Hr/Mo; 40 Hour(s) During Securities Trading; 100% Time Spent (2) 08/02/2016: FOUNDERS WEALTH ADVISORS, LLC - Registered Investment Advisor - DBA: (Hybrid) FOUNDERS WEALTH ADVISORS, LLC - Investment Related - At Reported Business Location(s) - Start 07/01/2016 - 160 Hr/Mo; 40 Hour(s) During Securities Trading; 100% Time Spent (3) 10/04/2016: Founders Financial Alliance, LLC - Registered Investment Advisor Hybrid - DBA: (Hybrid) Founders Financial Alliance - Investment Related - 150 Ray Kennedy Dr., Suite 240-4, Locust, NC 28097 - Start 07/01/2016 - 160 Hr/Mo; 6 Hour(s) During Securities Trading - I provide investment advisory services through Founders Financial Alliance, an independent investment advisor firm. I started this business activity on 10/4/16. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (4) 06/26/2017-Jeffrey M Talley Investment Services, Inc-investment related- At reported business location(s)- DBA for LPL Business (entity for LPL business)-start 06/19/2017-Hours per month 160/ hours during trading 8

Exams

• S66 Uniform Combined State Law Examination
  2001-02-28

Other Names

• Jeff Talley