Talis Advisory Services LLC
Legal Name: TALIS ADVISORY SERVICES, LLC
Full Contact Details
Talis Advisory Services LLC
6205 CHAPEL HILL BLVD, SUITE 400, PLANO, TX
972-378-1795
214-291-5236
Other Info
Talis Advisory Services LLC is a well-established TX Limited Liability Company with a team of 9 skilled professionals, including 6 advisors, committed to delivering exceptional financial advisory services. With 1 client to date, the firm has demonstrated a track record of excellence, as evidenced by their SEC-Approved standing and their registration date of Mar 2, 2007.
Generational Wealth Advisors | Plan & Protect Your Legacy
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Direct Owners
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BRYCE DOUGLAS GRAY
VICE PRESIDENT AND COO owns less than 5%
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GENERATIONAL CAPITAL, LLC
OWNER owns 75% or more
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HEATH ADAM FLOCK
SECRETARY / TREASURER owns less than 5%
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JEFFREY BRENT EVERETT
CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
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JENNIFER LEA PERKINS
MEMBER owns more than 5% but less than 10%
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JOHN GILL JONES
MEMBER owns more than 5% but less than 10%
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MICHAEL WAYNE PERKINS
MANAGER owns less than 5%
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ROBERT JAMES LAMSE
PRESIDENT owns more than 5% but less than 10%
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RYAN L. BINKLEY
CHIEF EXECUTIVE OFFICER owns less than 5%
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TERRY KEITH JOHNSON
VICE PRESIDENT owns less than 5%
Indirect Owners
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JOHN BINKLEY JR. TRUST NO. 4
SOLE OWNER OF GENERATIONAL CAPITAL, LLC owns 75% or more
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JOHN H. BINKLEY
CO-TRUSTEE OF JOHN BINKLEY JR. TRUST NO. 4
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RYAN L. BINKLEY
CO-TRUSTEE OF JOHN BINKLEY JR. TRUST NO. 4