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Adam Thomas Tirapelle

20 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
395 advisors
Number of Clients
24,115 clients
Average Client Portfolio
$629K average
Assets Under Management
$15.2B

Fee Structure

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Location

5 River Park Place West, Suite 205, Fresno, CA, 93720

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam is a co-branded advisor representative of Laurel Wealth Advisors, operating under the DBA Strong Valley Wealth & Pension, LLC, dedicating full-time hours to this. He is also a licensed insurance agent selling fixed life and long-term care insurance and receives commissions; and an assistant wrestling coach at Clovis High School, spending about 10-20% of his time outside trading hours.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
February 2023 - Present · 3 yrs
Previous Registrations
Laurel Wealth Advisors, INC.
January 2021 - March 2023 · 2 yrs 2 mos
Laurel Wealth Advisors, INC.
July 2019 - December 2020 · 1 yr 5 mos
Wells Fargo Clearing Services, LLC
February 2009 - July 2019 · 10 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
February 2009 - July 2019 · 10 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2006 - February 2009 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2006 - February 2009 · 2 yrs 11 mos
Rsm Equico Capital Markets LLCBroker
October 2003 - November 2004 · 1 yr 1 mo
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.