Christopher Truesdell (CRD# 4175844) is an Investment Advisor Representative working at Delta Capital Management, LLC in Maitland, FL and has over 12 years of experience in the finance industry.
CRD# 4822125
J.p. Morgan Securities LLC
CRD# 5318320
Global Asset Management Group
CRD# 6524729
Charles Schwab & Company, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Delta Capital Management, LLC | Orlando, FL | Oct 2015 - Current | 8 |
Delta Advisory Group, Inc. | Orlando, FL | Oct 2015 - Oct 2017 | 2 |
Paychex Securities Corporation | Lake Mary, FL | Sep 2013 - Oct 2015 | 2 |
Paychex, Inc. | Lake Mary, FL | Sep 2013 - Oct 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2011 |
S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
- FL
-
Total Assets Under Management220MILLIONS
-
Total Number of Accounts125ACCOUNTS
-
Average Account Value$1,760,000
- A percentage of assets under your management
- Pension consulting services
FL
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