Delaney Jean (CRD# 6969125) is an Investment Advisor Representative working at Merit Financial Advisors in Williamsport, PA and has over 5 years of experience in the finance industry.
CRD# 5625453
Private Advisor Group, LLC
CRD# 1375505
Ameriprise Financial Services, LLC
CRD# 5768763
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Williamsport, PA | May 2023 - Current | 1 |
| Merit Financial Group LLC | Alpharetta, GA | May 2023 - Current | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jul 2020 - May 2023 | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jul 2020 - May 2023 | 2 |
| Planned Futures | Williamsport, PA | May 2018 - May 2023 | 5 |
| Voya Financial Advisors, Inc. | Williamsport, PA | Jun 2018 - Jul 2020 | 2 |
| Belpine Real Estate | Williamsport, PA | Aug 2016 - Aug 2018 | 2 |
| First Quality | Mcelhattan, PA | Aug 2017 - May 2018 | < 1 |
| Student | Lock Haven, PA | Aug 2008 - May 2018 | 9 |
| Hana Asian Bistro | Williamsport, PA | Aug 2015 - Aug 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- PA
-
Total Assets Under Management7,252MILLIONS
-
Total Number of Accounts25,088ACCOUNTS
-
Average Account Value$289,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.