Roy MirandaCRD Number: 1139046
Current Firm: Delta Advisory Group, Inc.
Roy Miranda (CRD# 1139046) is an Investment Advisor Representative working at Delta Advisory Group, Inc. in Orlando, FL and has over 33 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Delta Capital Management, LLC||Orlando, FL||Feb 2010 - Current||7|
|Delta Advisory Group, Inc.||Maitland, FL||Jan 2010 - Current||7|
|Mutual Service Corporation||Longwood, FL||Jan 2008 - Jan 2010||2|
|Princor Financial Services Corp||Lake Mary, FL||Apr 2006 - Dec 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
|S65||NASAA Investment Advisors Law Examination||Sep 2006|
Total Assets Under Management27MILLIONS
Total Number of Accounts419ACCOUNTS
Average Account Value$63,795
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, GA, IL, KS, MI, MN, NC, NY, OH, OR, PA, SC, TX, WI
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