Thomas Edward Talbott

Employer firm

Stewardship Advisors, LLC CRD 277099

$545M regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 10/2016
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 08/2014 → Present
  Stewardship Advisors, Llc
  Mount Joy, PA

Previous Registrations

• 2014-04-07 → 2016-08-09
  Cambridge Investment Research Advisors, Inc.
  Lancaster, PA
  Mount Joy, PA
• 2010-07-16 → 2014-04-04
  Ronald Blue & Co., Llc
  Hunt Valley, MD
• 2002-08-16 → 2010-05-12
  Equitable Advisors, Llc
  Lancaster, PA
  Lancaster, PA
• 2001-12-18 → 2010-05-06
  Faithward Advisors, Llc
  Lancaster, PA

Other Businesses

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES. INSURANCE RELATED. INVOLVES UP TO FIVE PERCENT EACH MONTH, INCLUDING MARKET HOURS. 2)SERVINGLEADERS MINISTRIES, INC, 107 E CHESTNUT ST, WEST CHESTER, PA, SINCE 11/2013 AS BOARD MEMBER. NON-PROFIT - NOT INVESTMENT RELATED - DEVOTES 30 HR/YR.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-17
• S63 Uniform Securities Agent State Law Examination
  1994-07-08

Designations

• Certified Financial Planner

Other Names

• Thomas E Talbott
• Thomas Edward Talbott
• Thomas Edward Talbott