Debra Talarico, financial advisor Palm Beach Gardens FL
93 score

Debra Talarico

CRD Number: 5487501
Current Firm: Ameriprise Financial Services, Inc.

Debra Talarico (CRD# 5487501) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Palm Beach Gardens, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Palm Beach Gardens, FL Jul 2015 - Current 1
Edward Jones St Louis, MO Feb 2008 - Jul 2015 7
Unemployed Port St Lucie, FL Sep 2007 - Feb 2008 < 1
Homebanc Mortgage Corp Atlanta, GA Jun 2007 - Sep 2007 < 1
Unemployed Del Rey Beach, FL Jan 2006 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Debra C. Talarico
Phone Number: 612-671-3131
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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