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George Frank Delbaggio

Cetera Investment Advisers LLC

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About George Frank Delbaggio

George Delbaggio is a financial advisor with Cetera Investment Advisers LLC. George has been in the industry since November 3, 1996, and is registered to provide investment advice in Pennsylvania and Texas. George has experience working with various financial institutions, including Summit Brokerage Services, Inc., J.P. Turner & Company, L.L.C., and Sammons Securities Company, LLC. George is also registered as a Registered Options Principal, holding a Series 4 license. George has a broad range of experience and expertise, and he is committed to providing his clients with personalized financial advice.

Firm Information

George Delbaggio is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

1425 11TH AVE LOWER LEVEL

Altoona, PA 16601

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Delbaggio’s Registration & Firm History

PA

02/13/2023 - Present

Cetera Investment Advisers LLC (Altoona PA)

PA

09/02/2015 - 09/20/2019

SUMMIT BROKERAGE SERVICES, INC. (ALTOONA PA)

PA

09/23/2011 - 09/29/2015

J.P. TURNER & COMPANY, L.L.C. (ALTOONA PA)

PA

02/09/2002 - 09/27/2011

SAMMONS SECURITIES COMPANY, LLC (ALTOONA PA)

CA

02/11/1999 - 02/09/2002

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

GA

11/04/1996 - 02/10/1999

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

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Licenses & Designations

IA

Issued 4/8/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 1/3/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 2/16/2012

Series 4 - Registered Options Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/7/1999

Series 7 - General Securities Representative Examination

BC

Issued 1/3/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for George Frank Delbaggio. Review regulatory record here.
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