Dino Efthimiou, financial advisor Indianapolis IN

Dino Efthimiou

CRD Number: 4917635
Current Firm: Delta Wealth Advisors, LLC

Dino Efthimiou (CRD# 4917635) is an Investment Advisor Representative working at Delta Wealth Advisors, LLC in Indianapolis, IN and has over 18 years of experience in the finance industry. Dino Efthimiou has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wealth Advisory Solutions, LLC Zionsville, IN Nov 2017 - Current 6
Delta Wealth Advisors, LLC Zionsville, IN Oct 2017 - Current 6
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Nov 2017 2
Morgan Stanley Smith Barney Indianapolis, IN Jun 2012 - Nov 2017 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2005
Contact Info for Dino N. Efthimiou
Phone Number: 317-735-6445
Registered State(s):
  • IN
  • TX
Current Firm Details
Delta Wealth Advisors, LLC
Firm's CRD Number: 310504
By the Numbers
  • Total Assets Under Management
    100
    MILLIONS
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $494,658
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
Types of Clients
Registered States

FL, IN, MI, TN, TX

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