Bradford DelucaCRD Number: 7054121
Current Firm: Fidelity Personal And Workplace Advisors
Bradford Deluca (CRD# 7054121) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 3 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
Legacy Financial Solutions, Inc.
|Fidelity Brokerage Services LLC||Merrimack, NH||Dec 2018 - Current||4|
|American Income Life (torchmark Corporation)||Londonderry, NH||May 2017 - Sep 2018||1|
|Southern New Hampshire University||Manchester, NH||Jan 2017 - May 2017||< 1|
|United Parcel Services (ups)||Nashua, NH||Oct 2016 - Jan 2017||< 1|
|Christian Party Rental||Hollis, NH||Jun 2015 - Sep 2016||1|
|Leda Lanes Bowling Alley||Nashua, NH||Jun 2012 - Sep 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2019|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- 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
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, WY
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