Michael Deleon (CRD# 5777119) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 13 years of experience in the finance industry.
CRD# 4849315
Captrust
CRD# 5046093
Avertrust Wealth LLC
CRD# 1623480
Oneamerica Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capfinancial Securities LLC | Raleigh, NC | May 2020 - Current | 3 |
| Capfinancial Partners Llc (captrust) | Raleigh, NC | May 2020 - Current | 3 |
| First Allied Securities, Inc. | Chesterton, IN | Apr 2010 - May 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2011 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
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Total Assets Under Management852,173MILLIONS
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Total Number of Accounts100,603ACCOUNTS
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Average Account Value$8,470,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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