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Luis Antonio Delvalle

Charles Schwab & CO., Inc.

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About Luis Antonio Delvalle

Luis Antonio Delvalle is a registered representative and investment advisor representative with Charles Schwab & Co., Inc. Luis Antonio Delvalle has been in the securities industry since 2012. Luis Antonio Delvalle is registered with FINRA and 51 state and/or territory securities authorities. Luis Antonio Delvalle specializes in providing investment advice and financial planning to individuals and families. Luis Antonio Delvalle is also a wrap fee program sponsor.

Firm Information

Luis Delvalle 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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Luis Delvalle’s Registration & Firm History

NE

11/03/2023 - Present

Charles Schwab & CO., Inc. (Omaha NE)

NE

03/03/2023 - 11/03/2023

TD AMERITRADE, INC. (OMAHA NE)

NE

01/24/2012 - 11/08/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN NE)

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Licenses & Designations

BC

Issued 03/22/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/02/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/03/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/06/2023

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2012

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 Luis Antonio Delvalle.
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