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Andrew Nathan Tellitocci

Valeo Financial Advisors, LLC

Carmel, IN

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Current Employers
Valeo Financial Advisors, Llc

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2020-04-06
  • IN RA
    APPROVED
    Since 2020-04-06

Branch Locations

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • 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
Mainsource Bank Greensburg IN 01/2017 04/2018
Follett'S Black & Gold Mine W/ Lafayette IN 08/2013 01/2017
Raymond James Financial Services, Inc. Greensburg IN 02/2017 12/2018
First Financial Wealth Management Greensburg IN 04/2018 12/2018
Purdue University West Lafayette IN 08/2013 12/2016
Valeo Financial Advisors Indianapolis IN 01/2019 Present
  • 01/2017 → 04/2018
    Mainsource Bank
    Greensburg, IN
  • 08/2013 → 01/2017
    Follett'S Black & Gold Mine
    W/ Lafayette, IN
  • 02/2017 → 12/2018
    Raymond James Financial Services, Inc.
    Greensburg, IN
  • 04/2018 → 12/2018
    First Financial Wealth Management
    Greensburg, IN
  • 08/2013 → 12/2016
    Purdue University
    West Lafayette, IN
  • 01/2019 → Present
    Valeo Financial Advisors
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-13
  • S66 Uniform Combined State Law Examination
    2017-04-13
Designations

View on SEC IAPD

Other Firms

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OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

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