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Roy Keith Deloach

Vicus Capital, Inc.

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About Roy Keith Deloach

Roy Keith Deloach is an investment advisor representative with Vicus Capital, Inc. Roy Keith Deloach has been in the financial services industry since 2003. Roy Keith Deloach has a Series 66 and a Series 7 license and has been registered with the state of Florida since 2005. Roy Keith Deloach is also registered with the state of Texas. Roy Keith Deloach specializes in financial planning, pension consulting, and portfolio management for individuals. Roy Keith Deloach is affiliated with Vicus Capital, Inc., CETERA ADVISOR NETWORKS LLC, and WALNUT STREET SECURITIES, INC..

Firm Information

Roy Deloach is currently registered with Vicus Capital, Inc.. Vicus Capital, Inc. is an investment advisor based in STATE COLLEGE, PA, with 67 licensed agents and 87 investment advisor representatives. They advise individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm has over $2 billion in regulatory assets under management. They offer financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services.
Vicus Capital, Inc.

476 ROLLING RIDGE DRIVE

STATE COLLEGE, PA 16801

$2.25B

Assets Under Management

297

Total Clients

73

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 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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Roy Deloach’s Registration & Firm History

FL

11/29/2022 - Present

Vicus Capital, Inc. (Lakeland FL)

FL

09/03/2013 - 09/17/2014

CETERA ADVISOR NETWORKS LLC (LAKELAND FL)

FL

08/29/2003 - 09/03/2013

WALNUT STREET SECURITIES, INC. (LAKELAND FL)

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Licenses & Designations

BOTH

Issued 09/10/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Roy Keith Deloach. Review regulatory record here.
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