Ruth DelaneyCRD Number: 1174586
Current Firm: Geneos Wealth Management, Inc.
Ruth Delaney (CRD# 1174586) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Tampa, FL and has over 15 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Geneos Wealth Management , Inc.||Tampa, FL||Jan 2011 - Current||5|
|Greenleaf Financial Strategies, Inc.||Tampa, FL||Jan 2002 - Current||14|
|Proequities||Tampa, FL||Oct 2000 - Dec 2010||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2001|
Total Assets Under Management2,024MILLIONS
Total Number of Accounts10,968ACCOUNTS
Average Account Value$184,545
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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