Infinex Registered Representative
Josh Tallent has been offering financial advice and planning services for more than 15 years. He is passionate about and committed to helping clients pursue their financial goals. Through many cycles of the financial markets, Josh has been an advocate and knowledgeable guide for his clients. By developing a relationship with each one of his clients and taking the time to get to know who they are, Josh establishes an understanding of their financial objectives. He then helps his clients formulate a plan using an extensive variety of financial planning and analysis tools.
His mission is three-fold: design personalized and unique financial strategies, nurture strong relationships and create peace of mind. Josh holds FINRA series 6, 7, 63 and 66 registrations as well as life, health and long-term care insurance licenses in several states.
To schedule an appointment, please contact:
Infinex Investment Adviser Representative
Serving Charlotte and Western North Carolina
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. HomeTrust Investment Services is a trade name of HomeTrust Bank. Infinex and HomeTrust Bank are not affiliated. Products and services made available through Infinex 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 Infinex 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.