Gregory Dellis (CRD# 1613867) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Modesto, CA and has over 25 years of experience in the finance industry.
CRD# 6469228
Integral Wealth Management
CRD# 4839551
Valic Financial Advisors, Inc.
CRD# 4282201
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Champion Health, Inc. | Scottsdale, AZ | Jul 2023 - Current | < 1 |
| Lspn Pro LLC | Lindon, UT | May 2023 - Current | < 1 |
| Transamerica Financial Advisors, Inc. | Modesto, CA | Jan 2012 - Current | 12 |
| World Financial Group | Modesto, CA | Jun 2001 - Current | 22 |
| Greg Dellis Insurance Services | Crows Landing, CA | Dec 1997 - Current | 26 |
| M 7:7 Holdings LLC | Modesto, CA | Oct 2018 - Oct 2020 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2006 |
- CA
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Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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