PT
Pradeep Tempalli
CRD 5209794
Certified Financial Planner
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Allium Financial Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (2)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| United Way Of The Columbia Willamette | Director | — | 06/30/2024 |
| United Way Of Deschutes County | DIRECTOR | — | 06/30/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Allium Financial Advisors, Llc
Senior Wealth Advisor · Less than 5% · Mar 2024
-
Allium Financial Advisors, Llc
Chief Financial Officer And Director · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗