Delon MansourCRD Number: 5531114
Current Firm: Lpl Financial LLC
Delon Mansour (CRD# 5531114) is an Investment Advisor Representative working at Lpl Financial LLC in Chula Vista, CA and has over 8 years of experience in the finance industry. Delon Mansour has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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Nautilus Advisors LLC
Heyman Investment Counseling LLC
|Lpl Financial LLC||Chula Vista, CA||May 2015 - Current||2|
|Unemployed||El Cajon, CA||Feb 2015 - May 2015||< 1|
|Edward Jones||St Louis, MO||Feb 2015 - Feb 2015||< 1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Jan 2015||< 1|
|Morgan Stanley Wealth Management||La Jolla, CA||Dec 2012 - Jan 2015||2|
|Wells Fargo Advisors LLC||San Leandro, CA||Sep 2008 - Dec 2012||4|
|Wells Fargo Bank||San Leandro, CA||Aug 2008 - Dec 2012||4|
|Wells Fargo Investments, LLC||San Diego, CA||Feb 2009 - Jan 2011||1|
|Ameriprise Financial Services, Inc.||Troy, MI||May 2008 - Nov 2008||< 1|
|Keller Williams||Troy, MI||Feb 2008 - May 2008||< 1|
|Oakland University||Rochester Hills, MI||Sep 2003 - May 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2010|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- 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
- 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
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, WY
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