John DelpCRD Number: 2774316
Current Firm: Independence Square Holdings, LLC
John Delp (CRD# 2774316) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 27 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Independence Square Holdings, LLC||King Of Prussia, PA||Aug 2019 - Current||4|
|Lpl Financial LLC||King Of Prussia, PA||Apr 2011 - Current||12|
|Private Advisor Group, LLC||King Of Prussia, PA||Jun 2012 - Jan 2020||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1996|
|S65||NASAA Investment Advisors Law Examination||Aug 1996|
Total Assets Under Management926MILLIONS
Total Number of Accounts2,025ACCOUNTS
Average Account Value$457,469
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA
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