Mickey Pinguelo (CRD# 2793863) is an Investment Advisor Representative working at Three Bell Capital LLC in Los Altos, CA and has over 26 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Three Bell Capital LLC | Los Altos, CA | Mar 2021 - Current | 2 |
| American United Life | Concord, CA | Jun 2014 - Current | 9 |
| Oneamerica | Indianapolis, IN | Jun 2015 - Feb 2021 | 5 |
| Prudential | Newark, NJ | Mar 2010 - Jun 2014 | 4 |
| Prudential Investment Management Services LLC | Kensington, CA | Feb 2010 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- CA
-
Total Assets Under Management2,701MILLIONS
-
Total Number of Accounts511ACCOUNTS
-
Average Account Value$5,285,557
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, HI, NC, NY, TX, WA
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