Beth Deklewa, financial advisor Bridgeville PA
93 score

Beth Deklewa

CRD Number: 5384823
Current Firm: Lpl Financial LLC

Beth Deklewa (CRD# 5384823) is an Investment Advisor Representative working at Lpl Financial LLC in Bridgeville, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Cuddy, PA Sep 2014 - Current 2
Pnc Investments Pittsburgh, PA Sep 2013 - Sep 2014 1
First Commonwealth Bank Pittsburgh, PA Jul 2010 - Sep 2013 3
Unemployed Tucson, AZ Oct 2009 - Jul 2010 < 1
Jpmorgan Chase Na Tucson, AZ Jul 2007 - Oct 2009 2
Chase Investment Services Corp Tucson, AZ Jul 2007 - Oct 2009 2
Hfc Tucson, AZ Jun 2006 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Beth L. Deklewa
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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