Timothy Dahlberg (CRD# 4664292) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Hammond, LA and has over 6 years of experience in the finance industry.
CRD# 6946189
Edward Jones
CRD# 6220444
Raymond James & Associates, Inc.
CRD# 3149319
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prime Capital Investment Advisors | Overland Park, KS | Mar 2024 - Current | < 1 |
| Bank Of America, N.a. | Mandeville, LA | Jun 2018 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mandeville, LA | Feb 2018 - Current | 6 |
| Pilot | Mobile, AL | Sep 2017 - Feb 2018 | < 1 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Jun 2017 - Oct 2017 | < 1 |
| Mcadam LLC | Tampa, FL | Apr 2017 - Sep 2017 | < 1 |
| Coastal Gold & Silver, LLC | Mandeville, LA | Sep 2009 - May 2017 | 7 |
| Tulane University | New Orleans, LA | Jan 2015 - May 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
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Total Assets Under Management24,363MILLIONS
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Total Number of Accounts30,635ACCOUNTS
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Average Account Value$795,263
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