Joelle BestCRD 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.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|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|
Total Assets Under Management11MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$5,326,072
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
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