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Pradeep Tempalli

UPTICK CAPITAL MANAGEMENT, LLC·LAKE OSWEGO, Oregon
SIE, Series 7, Series 66Clean record19 years registeredUPTICK CAPITAL MANAGEMENT, LLC
310 N STATE STREET, LAKE OSWEGO, OR 97034CRD# 5209794Firm CRD# 328602

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Pradeep Tempalli · LAKE OSWEGO, OR
Registration
CRD #5209794 · UPTICK CAPITAL MANAGEMENT, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

ALLIUM FINANCIAL ADVISORS, LLC
Jun 2017 – present
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
Nov 2016 – Sep 2017
PORTLAND, OR
ARNERICH MASSENA, INC.
Jun 2016 – Oct 2016
PORTLAND, OR
UMPQUA INVESTMENTS, INC.
Oct 2010 – Feb 2016
PORTLAND, OR
WELLS FARGO INVESTMENTS, LLC
Dec 2006 – Mar 2010
SALEM, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · December 20, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

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Frequently Asked Questions

What services does Pradeep Tempalli offer?
Pradeep Tempalli is a registered financial advisor in LAKE OSWEGO, Oregon. Contact their office for details on services offered.
What are Pradeep Tempalli's credentials?
Pradeep Tempalli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Pradeep Tempalli located?
Pradeep Tempalli is based in LAKE OSWEGO, Oregon, working with UPTICK CAPITAL MANAGEMENT, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How large is UPTICK CAPITAL MANAGEMENT, LLC?
UPTICK CAPITAL MANAGEMENT, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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Other Advisors at UPTICK CAPITAL MANAGEMENT, LLC

Scott Alan Thompson
LAKE OSWEGO, OR
Sheree Demers Arntson
LAKE OSWEGO, OR

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Nearby cities in Oregon
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Research
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