Denielle Palting, financial advisor Tucson AZ
90 score

Denielle Palting

CRD Number: 6017186
Current Firm: Lpl Financial LLC

Denielle Palting (CRD# 6017186) is an Investment Advisor Representative working at Lpl Financial LLC in Tucson, AZ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Tucson, AZ Mar 2012 - Current 4
University Of Arizona Tucson, AZ Aug 2009 - Dec 2011 2
University Of Arizona Tucson, AZ Aug 2005 - Dec 2011 6
Arizona Research Laboratories Tucson, AZ Jan 2007 - Jun 2007 < 1
Office Depot, Inc. Tucson, AZ Jun 2005 - Oct 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Denielle Palting
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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