Dennis Delphenich (CRD# 1854723) is an Investment Advisor Representative working at Gries Financial LLC in Cleveland, OH and has over 35 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gries Financial LLC | Cleveland, OH | Oct 2023 - Current | < 1 |
| Capital Portfolio Insurance Brokerage, LLC | Centerville, OH | Jan 2014 - Current | 10 |
| Capital Portfolio Advisors, Inc. | Centerville, OH | Feb 2003 - Oct 2023 | 20 |
| Capital Portfolio Advisors | Dayton, OH | Sep 1993 - Oct 2023 | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1988 |
- OH
- TX
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Total Assets Under Management1,217MILLIONS
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Total Number of Accounts1,731ACCOUNTS
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Average Account Value$703,189
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, CT, DC, FL, GA, IL, IN, KS, LA, MA, MD, MI, NH, NJ, NY, OH, TX, UT, VA, VT
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