Kevin Deluca (CRD# 6701558) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Peoria, AZ and has over 6 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Peoria, AZ | Nov 2021 - Current | 2 |
| Charles Schwab & Company, Inc. | Peoria, AZ | Aug 2016 - Current | 7 |
| Extended Travel | Chicago, IL | Mar 2016 - Jul 2016 | < 1 |
| Hillary For America | Iowa City, IA | Aug 2015 - Feb 2016 | < 1 |
| Extended Travel | Chicago, IL | May 2015 - Jul 2015 | < 1 |
| Osborn Middle School | Phoenix, AZ | Jun 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- AZ
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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