Josh Tallent

Osaic Institutions Advisor Representative
Charlotte, Asheville, and Western North Carolina

Josh Tallent, a Vice President and Osaic Institutions Advisor Representative, has been offering financial advice and planning services for more than 15 years.

Through many cycles of the financial markets, Josh aims to be an advocate and knowledgeable guide who helps clients pursue their financial goals. After getting to know those he works with, Josh establishes an understanding of their objectives and formulates a plan using an array of financial planning and analysis tools. His mission is threefold: design personalized financial strategies, nurture strong relationships, and create peace of mind.

As an Asheville native, Josh also sees the importance of a locally-owned bank like HomeTrust, where his clients’ voices are heard.

Josh holds FINRA series 6, 7, 63, and 66 registrations as well as life, health, and long-term care insurance licenses in several states. He and his wife have three children, (two of whom are twins), and enjoy hiking, camping, and mountain biking in the Pisgah National Forest and surrounding area.

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Not FDIC insured, not bank guaranteed, may lose value, not insured by any Federal Government Agency, not a bank deposit.



Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. HomeTrust Investment Services is a trade name of HomeTrust Bank. Osaic Institutions and HomeTrust Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

The Osaic Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: North Carolina, South Carolina, Tennessee, and Virginia.