Andrew Tellitocci (CRD# 6751137) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 7 years of experience in the finance industry. Andrew Tellitocci has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valeo Financial Advisors | Indianapolis, IN | Jan 2019 - Current | 5 |
| First Financial Wealth Management | Greensburg, IN | Apr 2018 - Dec 2018 | < 1 |
| Raymond James Financial Services, Inc. | Greensburg, IN | Feb 2017 - Dec 2018 | 1 |
| Mainsource Bank | Greensburg, IN | Jan 2017 - Apr 2018 | 1 |
| Follett's Black & Gold Mine | W/ Lafayette, IN | Aug 2013 - Jan 2017 | 3 |
| Purdue University | West Lafayette, IN | Aug 2013 - Dec 2016 | 3 |
| Purdue University | W. Lafayette, IN | May 2016 - Aug 2016 | < 1 |
| Purdue University | W. Lafayette, IN | Jun 2015 - Aug 2015 | < 1 |
| Tsr Machinery Serv. | Fairfield, OH | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- IN
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Total Assets Under Management8,945MILLIONS
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Total Number of Accounts18,918ACCOUNTS
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Average Account Value$472,806
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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