Timothy Giampetroni (CRD# 5789189) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Bloomfield Hills, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Hybrid Solutions | Norcross, GA | Jan 2024 - Current | < 1 |
| Triad Advisors | Norcross, GA | Jan 2024 - Current | < 1 |
| Sageview | Bloomfield Hills, MI | Oct 2021 - Jan 2024 | 2 |
| First Allied Advisory Services | Schaumburg, IL | Nov 2020 - Jan 2024 | 3 |
| Bloomfield Hills Financial | Bloomfield Hills, MI | Jan 2016 - Oct 2021 | 5 |
| First Allied Advisory Services, Inc. | Schaumburg, IL | Oct 2016 - Nov 2020 | 4 |
| Executive Wealth Management | Brighton, MI | Mar 2010 - Dec 2015 | 5 |
- MI
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Total Assets Under Management4,939MILLIONS
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Total Number of Accounts20,269ACCOUNTS
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Average Account Value$243,658
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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