Best Investors Account Sign in
Inactive

Roshelle Irene Limoncelli

Van Hulzen Financial Advisors

El Dorado Hills, CA

Claim This Profile
Current Employers
Van Hulzen Financial Advisors

4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-08-09
  • CA RA
    APPROVED
    Since 2017-08-09

Branch Locations

4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Shingle Springs CA 01/2015 08/2017
Wetsel Financial Shingle Springs CA 10/2014 Present
Van Hulzen Asset Management, Llc El Dorado Hills CA 08/2017 Present
  • 01/2015 → 08/2017
    Lpl Financial Llc
    Shingle Springs, CA
  • 10/2014 → Present
    Wetsel Financial
    Shingle Springs, CA
  • 08/2017 → Present
    Van Hulzen Asset Management, Llc
    El Dorado Hills, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-27
S63 Uniform Securities Agent State Law Examination 2015-05-20
S65 Uniform Investment Adviser Law Examination 2002-09-10
  • S66 Uniform Combined State Law Examination
    2016-10-27
  • S63 Uniform Securities Agent State Law Examination
    2015-05-20
  • S65 Uniform Investment Adviser Law Examination
    2002-09-10
Other Names
  • Roshelle Irene Shelly
  • Roshelle I Geiger
  • Roshelle Irene Preceado
  • Roshelle Irene Preciado
  • Roshelle Irene Preceado
  • Roshelle Irene Geiger
  • Shelle Limoncelli

View on SEC IAPD

Other Firms

ARROWROOT FAMILY OFFICE, LLC
LIFEWORKS ADVISORS, LLC
ROSSI FINANCIAL GROUP
BRIDGEVIEW CAPITAL ADVISORS, INC.
GOLDENSTONE WEALTH MANAGEMENT
THRIVE FINANCIAL PLANNING
BELLWETHER CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC

Other Investors

MICHAEL MURRAY KNITTEL
Eric Christopher Restrepo
PAUL RICHARD ROSSI
DAVID NOBLE WALDROP
Ashley Caitlin Hamman
SANJAY BALMUKAND VARSHNEY
ANDRES RENE VILLEGAS
SCOTT MICHAEL DRAPER

Other Offices

ARROWROOT FAMILY OFFICE, LLC · EL DORADO HILLS, CA
LIFEWORKS ADVISORS, LLC · EL DORADO HILLS, CA
ROSSI FINANCIAL GROUP · EL DORADO HILLS, CA
BRIDGEVIEW CAPITAL ADVISORS, INC. · EL DORADO HILLS, CA
GOLDENSTONE WEALTH MANAGEMENT · EL DORADO HILLS, CA
THRIVE FINANCIAL PLANNING · EL DORADO HILLS, CA
BELLWETHER CAPITAL MANAGEMENT LLC · El Dorado Hills, CA
LPL FINANCIAL LLC · EL DORADO HILLS, CA

More in El Dorado Hills, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor