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Trey William Talley

Fluent Financial, LLC

Dallas, TX

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Current Employers
Fluent Financial, Llc

14800 Landmark Blvd. Suite 848, Dallas, TX 75254 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-09-14
  • TX RA
    APPROVED
    Since 2020-09-14

Branch Locations

14800 Landmark Blvd. Suite 848, Dallas, TX 75254 • 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
Td Ameritrade South Lake TX 06/2017 06/2018
Adecco Colleagues Dallas TX 04/2015 04/2017
Jpmorgan Securities Llc Plano TX 06/2018 01/2019
Charles Schwab & Co., Inc. Westlake TX 01/2019 03/2020
Unemployed Dallas TX 03/2020 09/2020
Fluent Financial Llc Dallas TX 09/2020 Present
Eastfield Com. College Mesquite TX 08/2015 12/2018
Private Client Services Dallas TX 09/2020 Present
  • 06/2017 → 06/2018
    Td Ameritrade
    South Lake, TX
  • 04/2015 → 04/2017
    Adecco Colleagues
    Dallas, TX
  • 06/2018 → 01/2019
    Jpmorgan Securities Llc
    Plano, TX
  • 01/2019 → 03/2020
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 03/2020 → 09/2020
    Unemployed
    Dallas, TX
  • 09/2020 → Present
    Fluent Financial Llc
    Dallas, TX
  • 08/2015 → 12/2018
    Eastfield Com. College
    Mesquite, TX
  • 09/2020 → Present
    Private Client Services
    Dallas, TX
Previous Registrations
Other Businesses

FLUENT FINANCIAL. 14800 LANDMARK BLVD, STE 848, DALLAS, TX 75254. RIA. 173 HRS/MO; 8 DURING TRADING HRS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-17
S63 Uniform Securities Agent State Law Examination 2017-08-18
  • S66 Uniform Combined State Law Examination
    2018-09-17
  • S63 Uniform Securities Agent State Law Examination
    2017-08-18
Other Names
  • Trey Talley

View on SEC IAPD

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Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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