Valerie Delp, financial advisor Sinking Spring PA
93 score

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 Sinking Spring, PA and has over 6 years of experience in the finance industry.

Similar Advisors
Douglas Kaufman, CFP®, ChFC®, financial advisor Sinking Spring PA
Douglas A. Kaufman, CFP®, ChFC®
CRD# 5679680
Kaufman Advisory Services, Inc.
Score
103
Similar Advisors
Devon Robinson, financial advisor Sinking Spring PA
Devon Robinson
CRD# 4337883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Score
100
Similar Advisors
James Williams, financial advisor Sinking Spring PA
James G. Williams
CRD# 2922913
Ic Advisory Services, Inc.
Score
100
Company Name Location Dates Years
Pruco Securities, LLC Sinking Spring, PA Nov 2011 - Current 6
Prudential Insurance Company Of America Sinking Spring, PA Nov 2011 - Current 6
Kindercare Learning Centers Reading, PA Sep 2010 - Jan 2012 1
Kindercare Learning Centers Douglassville, PA Aug 2007 - Sep 2010 3
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
    5,161
    MILLIONS
  • Total Number of Accounts
    41,530
    ACCOUNTS
  • Average Account Value
    $124,275
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Valerie Delp and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.