Justin De Luca (CRD# 2039508) is an Investment Advisor Representative working at Lincoln Investment in Horsham, PA and has over 19 years of experience in the finance industry. Justin De Luca 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.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Jenkintown, PA | Aug 2016 - Current | 7 |
| Carroll Consultants Advisors, Ltd. | Wayne, PA | Apr 2016 - Jun 2016 | < 1 |
| Lincoln Investment | Jenkintown, PA | Jan 2016 - Apr 2016 | < 1 |
| Pnc Wealth Management | Philadelphia, PA | Feb 2014 - Jan 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- PA
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
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