Valerie Delp, financial advisor Reading PA

Valerie Delp

CRD Number: 6005985
Current Firm: Prudential Financial Planning Services

Valerie Delp (CRD# 6005985) is an Investment Advisor Representative working at Prudential Financial Planning Services in Reading, PA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC Reading, PA Nov 2011 - Current 12
Prudential Insurance Company Of America Reading, PA Nov 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Valerie N. Delp
Phone Number: 800-235-7637
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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