Christine Dalonzo, financial advisor Havertown PA
93 score

Christine Dalonzo

CRD Number: 3026739
Current Firm: H.d. Vest Advisory Services, Inc.

Christine Dalonzo (CRD# 3026739) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Havertown, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Investment Services Havertown, PA Jan 2013 - Current 3
Hd Vest Advisory Services Havertown, PA Jan 2013 - Current 3
Hd Vest Insurance Agency Inc. Havertown, PA Jan 2013 - Current 3
Pennsylvania Society Of Public Accountants Lemoyne, PA May 2010 - Current 6
D'alonzo Associates Havertown, PA Sep 2007 - Current 9
Christine D'alonzo Havertown, PA Jan 1995 - Current 21
Trustmont Advisory Group, Inc. Greensburg, PA Oct 2011 - Jan 2013 1
Trustmont Financial Group, Inc. Greensburg, PA Jul 2004 - Jan 2013 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
Contact Info for Christine M. Dalonzo
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, 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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