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Kevin Christopher Deluca

Charles Schwab & CO., Inc.

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About Kevin Christopher Deluca

Kevin Christopher Deluca is an investment advisor representative at Charles Schwab & CO., Inc. with over 7 years of experience in the industry. Kevin Deluca is a registered representative with the Financial Industry Regulatory Authority (FINRA) and is licensed in Arizona and California. Kevin Christopher Deluca holds Series 66, 10, 9, 7, and SIE licenses and offers services such as financial planning and selection of other advisors. Kevin Christopher Deluca is also a volunteer treasurer for The Phoenix Iowa Club, where they are responsible for record keeping, financial reporting, and fund transfers.

Firm Information

Kevin Deluca is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Kevin Deluca’s Registration & Firm History

AZ

06/16/2017 - Present

Charles Schwab & CO., Inc. (Peoria AZ)

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Licenses & Designations

BOTH

Issued 06/15/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/15/2021

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/20/2019

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kevin Christopher Deluca.
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