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Pradeep Tempalli

Investment Adviser Representative at ALLIUM FINANCIAL ADVISORS, LLC

Lake Oswego, ORCRD #5209794Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Oregon
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/14/2006
SIE
Securities Industry Essentials Examination
Passed 2/29/2016
Series 7
General Securities Representative Examination
Passed 10/26/2006

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $2,000,0001.00%
Next $3,000,0000.85%
Assets over $5,000,0000.65%
Portfolios over $25,000,0000.60%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Allium Financial Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALLIUM FINANCIAL ADVISORS, LLCCurrent
6/29/2017Lake Oswego, OR
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
11/10/20169/11/2017Portland, OR
ARNERICH MASSENA, INC.
6/10/201610/27/2016Portland, OR
UMPQUA INVESTMENTS, INC.
10/22/20102/29/2016Portland, OR
WELLS FARGO INVESTMENTS, LLC
12/20/20063/25/2010Salem, OR

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ALLIUM FINANCIAL ADVISORS, LLC

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View ALLIUM FINANCIAL ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Pradeep Tempalli has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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