TP
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Tryssa Pacciulli

15 Years of Experience
Meridian, ID
Sells Insurance

Tryssa Pacciulli is a registered investment advisor at Inspire Advisors, LLC, based in Meridian, ID, with 15 years of industry experience. Tryssa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,809 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
65 advisors
Number of Clients
3,809 clients
Average Client Portfolio
$271K average
Assets Under Management
$1.0B

Fee Structure

Inspire Advisors uses different fee schedules for investment management, and your advisor representative will help you choose the one that best fits your needs. The fees are based on a percentage of your portfolio's value. Some investments may have additional expenses, like mutual fund expense ratios, which are separate from Inspire's fees. Fees are billed monthly based on the average daily balance. The fees are negotiable, but the maximum advisory fee is 2.50% annually.

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Location

3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646

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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

Tryssa is an independent licensed insurance agent in Gainesville, FL. This activity is investment related.

Employment History
Current Registrations
Inspire Advisors, LLC
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
October 2020 - November 2020 · 1 mo
Collaborative Wealth
October 2018 - February 2021 · 2 yrs 4 mos
Markey Wealth Management
October 2017 - October 2018 · 1 yr
LPL Financial LLCBroker
October 2017 - October 2018 · 1 yr
VALIC Financial Advisors, INC.
January 2013 - October 2017 · 4 yrs 9 mos
VALIC Financial Advisors, INC.Broker
October 2010 - October 2017 · 7 yrs
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Tryssa Pacciulli - Financial Advisor | TrueAdvisor