Kelsey Deluca (CRD# 6448774) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cypress, TX and has over 9 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 7438882
Worthwise Financial Partners
CRD# 6877256
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Cypress, TX | Oct 2021 - Current | 2 |
| State Farm Insurance | Cypress, TX | Dec 2020 - Current | 3 |
| State Farm Vp Management Corp | Cypress, TX | Dec 2020 - Current | 3 |
| State Farm Insurance | Anchorage, AK | Dec 2020 - Dec 2020 | < 1 |
| State Farm Vp Management Corp | Anchorage, AK | Feb 2015 - Dec 2020 | 5 |
| Kelsey Deluca Insurance Agency | Anchorage, AK | Jun 2016 - Nov 2020 | 4 |
| State Farm Insurance | Anchorage, AK | Feb 2015 - Jun 2016 | 1 |
| W.w. Grainger | Anchorage, AK | Oct 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2015 |
- TX
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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
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