Troy TalamelliCRD Number: 3088305
Current Firm: Lpl Financial LLC
Troy Talamelli (CRD# 3088305) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 23 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Lpl Financial, LLC||San Diego, CA||Jan 2019 - Current||2|
|Allianz Global Investors Distributors LLC||New York, NY||Aug 2013 - Jan 2019||5|
|Allianz Global Investors U.s. LLC||New York, NY||Aug 2013 - Jan 2019||5|
|Axa Advisors, LLC||New York, NY||Jun 2012 - Aug 2013||1|
|Unemployed||West Haven, CT||Dec 2011 - Jun 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
|S66||NASAA Uniform Combined State Law Examination||Dec 2010|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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