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.
Alconbury Trust L.l.c
|Delta Capital Management, LLC||Orlando, FL||Feb 2010 - Current||6|
|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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