David Deleon, financial advisor Wyomissing PA

David Deleon

CRD Number: 7134311
Current Firm: Lpl Financial LLC

David Deleon (CRD# 7134311) is an Investment Advisor Representative working at Lpl Financial LLC in Wyomissing, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Reading, PA Jun 2019 - Current 5
Diamond Credit Union Pottstown, PA Jul 2018 - Current 6
Pennsylvania State University Reading, PA Jun 2015 - May 2019 3
Target Corporation Wyomissing, PA Apr 2015 - Nov 2018 3
Primerica West Lawn, PA Aug 2017 - Jul 2018 < 1
Adam Art Wyomissing, PA Oct 2010 - Jul 2018 7
Reading China & Glass West Reading, PA Oct 2012 - Mar 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for David A. Deleon
Phone Number: 704-733-3300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV, WY

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