Best Investors Account Sign in
Current Employers
Creativeone Wealth, Llc

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2023-04-21
  • AL RA
    APPROVED
    Since 2023-04-21

Branch Locations

4000 Eagle Point Corporate Dr., Birmingham, AL 35242 • United States

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Life Insurance Company Birmingham AL 08/2014 08/2017
Princor Financial Group Birmingham AL 08/2014 08/2017
Concourse Financial Group Securities Inc Birmingham AL 08/2017 04/2023
First Advisors Capital Birmingham AL 08/2017 10/2018
(Dba) Red Mountain Financial Birmingham AL 08/2017 Present
Concourse Financial Group Securities Inc Birmingham AL 11/2018 04/2023
Creativeone Wealth, Llc Overland Park KS 04/2023 Present
  • 08/2014 → 08/2017
    Principal Life Insurance Company
    Birmingham, AL
  • 08/2014 → 08/2017
    Princor Financial Group
    Birmingham, AL
  • 08/2017 → 04/2023
    Concourse Financial Group Securities Inc
    Birmingham, AL
  • 08/2017 → 10/2018
    First Advisors Capital
    Birmingham, AL
  • 08/2017 → Present
    (Dba) Red Mountain Financial
    Birmingham, AL
  • 11/2018 → 04/2023
    Concourse Financial Group Securities Inc
    Birmingham, AL
  • 04/2023 → Present
    Overland Park, KS
Previous Registrations
  • 2017-08-16 → 2023-05-04
    Concourse Financial Group Securities, Inc.
    Birmingham, AL
    Birmingham, AL
    Birmingham, AL
    Birmingham, AL
  • 2017-08-22 → 2018-10-31
    First Advisors Capital, Inc.
    Birmingham, AL
  • 2014-08-22 → 2017-08-16
    Birmingham, AL
  • 2013-07-02 → 2014-08-06
    Trussville, AL
  • 2008-09-12 → 2013-07-18
    Birmingham, AL
  • 2000-08-04 → 2007-06-18
    Concourse Financial Group Securities, Inc.
    Birmingham, AL
    Birmingham, AL
Other Businesses

1.) RED MOUNTAIN FINANCIAL; Investment Related; 4000 Eagle Point Corporate Dr. Birmingham, AL, USA, 35242; Advisor; 08/2017; 160 hrs/mo; Red Mountain Financial is the DBA name for my insurance and investment business. 2.) TODD TALBOT; Investment Related; 4000 Eagle Point Corporate Dr. Birmingham, AL, USA, 35242; Broker; 03/2019; 80 hrs/mo; I write fixed insurance with varied insurance carriers. 3.) EASY DI; Investment Related; 4000 Eagle Point Corporate Dr. Birmingham, AL, USA, 35242; Insurance; Insurance Agent; 03/2018; 40 hrs/mo; 20 hrs/mo; Market disability insurance products. 4.) LTC OPTIONS; Investment Related; 4000 Eagle Point Corporate Dr. Birmingham, AL, USA, 35242; Insurance; Insurance Broker; 05/2022; 10 hrs/mo; 0 hrs/mo; Marketing of Long-Term Care insurance via the Internet. 5.) TALBOT & TALBOT INSURANCE SERVICES; Investment Related; 4000 Eagle Point Corporate Dr. Birmingham, AL, USA, 35242; Insurance; Broker; 03/2023; 2 hrs/mo; 2 hrs/mo; I market long-term care insurance in the state of California under this doing business name.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-07-07
  • S66 Uniform Combined State Law Examination
    2000-07-07
Designations
Other Names
  • Todd William Talbot
  • Todd Talbot

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Birmingham, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor