Brian Morgan Talbert

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2016 → 09/2019
  First Citizens Investor Services, Inc.
  Myrtle Beach, SC
• 03/2009 → 09/2019
  First Citizens Asset Management
  Columbia, SC
• 09/2019 → Present
  Lpl Financial Llc
  Myrtle Beach, SC
• 09/2019 → Present
  United Community Bank
  Myrtle Beachy, SC

Previous Registrations

• 2009-03-11 → 2020-11-24
  First Citizens Asset Management, Inc
  Raleigh, NC
  Myrtle Beach, SC
• 2017-05-15 → 2019-09-27
  First Citizens Investor Services, Inc.
  Myrtle Beach, SC
• 2006-09-22 → 2007-10-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Augusta, GA

Other Businesses

1) 08/28/2019 - TALBERT & LEE ENTERPRISES LLC - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 06/2010 2) 08/26/2024 - United Community Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 08/23/2023 - 160 Hours Per Month/ 120 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2006-09-20