Aleksey Palumbo (CRD# 7387102) is an Investment Advisor Representative working at Advice And Planning Services in Little Elm, TX and has over 2 years of experience in the finance industry.
CRD# 2785474
Osaic Wealth, Inc.
CRD# 2936618
Fisher Investments
CRD# 1286432
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa-cref Individual & Institutional Services, LLC | Little Elm, TX | Jun 2021 - Current | 2 |
| Tiaa | Little Elm, TX | Jun 2021 - Current | 2 |
| Md Kids Pediatrics | Plano, TX | Jan 2021 - Jun 2021 | < 1 |
| Propath | Dallas, TX | Jan 2020 - Jan 2021 | 1 |
| Proscribe | Plano, TX | Oct 2019 - Dec 2019 | < 1 |
| Unemployed | Plano, TX | Aug 2019 - Oct 2019 | < 1 |
| Texas A&m University | College Station, TX | Aug 2018 - Aug 2019 | 1 |
| Proshek Holdings Pc/ Kingsbridge Animal Clinic | Garland, TX | May 2018 - Aug 2018 | < 1 |
| Tarleton State University | Stephenville, TX | Aug 2016 - May 2018 | 1 |
| Tarleton State University | Stephenville, TX | Aug 2015 - May 2018 | 2 |
| Schreiber Foods | Stephenville, TX | Sep 2015 - Feb 2016 | < 1 |
| Pizza Hut | Frisco, TX | Oct 2014 - Jul 2015 | < 1 |
| Plano Senior High School | Plano, TX | Aug 2014 - May 2015 | < 1 |
| University High School | Orange City, FL | Jul 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
| S63 | Uniform Securities State Law Examination | Aug 2021 |
- TX
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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