Frances DalessioCRD Number: 3020493
Current Firm: Thornburg Investment Management Inc.
Frances Dalessio (CRD# 3020493) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 18 years of experience in the finance industry.
Longview Asset Management, LLC
Santa Fe Advisors LLC
Raymond James Financial Services Advisors, Inc.
|Thornburg Investment Management||Santa Fe, NM||Jul 2007 - Current||9|
|Unemployed||Mahwah, NJ||May 2007 - Jul 2007||< 1|
|Lord Abbett Distributor LLC||Jersey City, NJ||Nov 1997 - May 2007||9|
|Lord Abbett & Company LLC||Jersey City, NJ||Nov 1997 - May 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 2008|
Total Assets Under Management54,858MILLIONS
Total Number of Accounts5,091ACCOUNTS
Average Account Value$10,775,486
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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