Robert Delp (CRD# 3053612) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Bethlehem, PA and has over 25 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Advisors, Inc. | Tampa, FL | May 2019 - Current | 4 |
| J.w Cole Financial, Inc. | Tampa, FL | May 2019 - Current | 4 |
| Park Avenue Securities LLC | Doylestown, PA | May 1999 - Apr 2019 | 19 |
| Guardian Life Insurance Company Of America | Doylestown, PA | Sep 1995 - Apr 2019 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2009 |
- PA
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Total Assets Under Management5,736MILLIONS
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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