Denise ClelanCRD Number: 1293554
Current Firm: Vicus Capital, Inc.
Denise Clelan (CRD# 1293554) is an Investment Advisor Representative working at Vicus Capital, Inc. in Camp Hill, PA and has over 33 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Royal Alliance Associates, Inc.
|Cetera Advisor Networks LLC||El Segundo, CA||Sep 2013 - Current||4|
|Vicus Capital, Inc. (formerly Pfg Financial Advisors)||Camp Hill, PA||Apr 1994 - Current||23|
|Clelan And Company||Mechanicsburg, PA||Nov 1989 - Current||28|
|Walnut Street Securities Inc.||St Louis, MO||Oct 2001 - Aug 2013||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1984|
Total Assets Under Management1,094MILLIONS
Total Number of Accounts4,397ACCOUNTS
Average Account Value$248,896
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV