Joelle Best, financial advisor Winter Park FL
93 score

Joelle Best

CRD Number: 5437805
Current Firm: Triloma Energy Advisors LLC

Joelle Best (CRD# 5437805) is an Investment Advisor Representative working at Triloma Energy Advisors LLC in Winter Park, FL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Triloma Energy Advisors, LLC Winter Park, FL Jan 2018 - Current < 1
Triloma Securities, LLC Winter Park, FL Jan 2018 - Current < 1
Triloma Securities, LLC Winter Park, FL Jan 2017 - Dec 2017 < 1
Triloma Energy Advisors, LLC Winter Park, FL Jan 2017 - Dec 2017 < 1
Legend Equities Corporation Palm Beach Gardens, FL Nov 2010 - Dec 2016 6
Legend Advisory Corporation Palm Beach Gardens, FL Nov 2010 - Dec 2016 6
Fidelity Investments Jacksonville, FL Aug 2007 - Oct 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S66 NASAA Uniform Combined State Law Examination Jan 2010
Contact Info for Joelle M. Best
Phone Number: 1-888-773-3526
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $5,326,072
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

FL

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

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