Frank Deluca, financial advisor Providence RI

Frank Deluca

CRD Number: 736304
Current Firm: Integrated Wealth Concepts LLC

Frank Deluca (CRD# 736304) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Providence, RI and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Waltham, MA Jan 2017 - Current 5
Integrated Wealth Concepts LLC Waltham, MA Jan 2017 - Current 5
Piccerelli, Gilstein & Company LLP Providence, RI Nov 1984 - Current 37
Lincoln Financial Advisors Corporation Providence, RI Jun 2005 - Jan 2017 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Frank R. Deluca
Phone Number: (781) 890-3045
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    7,826
    MILLIONS
  • Total Number of Accounts
    27,886
    ACCOUNTS
  • Average Account Value
    $280,644
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, MO, NH, NJ, NV, NY, OR, PA, RI, SC, TX, VA, WA, WY

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