Rochelle Tocchini (CRD# 2653988) is an Investment Advisor Representative working at Lexaurum Advisors in Overland Park, KS and has over 11 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lexaurum Advisors, LLC | Overland Park, KS | Apr 2018 - Current | 6 |
| Gemini Financial Advisors | Overland Park, KS | Jun 2014 - Current | 9 |
| Summit Brokerage Services, Inc. | Overland Park, KS | Sep 2016 - Apr 2018 | 1 |
| Summit Financial Group Inc. | Boca Raton, FL | Sep 2016 - Apr 2018 | 1 |
| Vsr Advisory Services | Overland Park, KS | Aug 2014 - Sep 2016 | 2 |
| Vsr Financial Services, Inc. | Overland Park, KS | Jun 2014 - Sep 2016 | 2 |
| Lighthouse Financial | Lenexa, KS | Feb 2011 - Jun 2014 | 3 |
| Cfd Investments Inc. | Kokomo, IN | Feb 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2013 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- KS
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Total Assets Under Management784MILLIONS
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Total Number of Accounts4,018ACCOUNTS
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Average Account Value$195,184
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, DC, DE, FL, IA, IL, KS, LA, MD, MI, MN, MO, NC, NE, NY, OH, OK, OR, PA, SC, SD, TX, VA, WA, WI
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