Years of Experience
5-20+ Years
WILMINGTON, DE
25 Years Experience
0 Disclosures
ADVISOR BIO
David Francis Vitt is a financial advisor with over 20 years of experience in the financial services industry. David is currently registered with Realta Investment Advisors, Inc. and has been with them since March 2020. Prior to that, David worked at United Brokerage Services, Inc. and Capital One Investing, LLC. David is a Series 63, 65, 66 and SIE licensed advisor.
SPECIALIZATIONS
WILMINGTON, DE
1 Years Experience
0 Disclosures
ADVISOR BIO
David Walker is a financial advisor at LPL Financial LLC. David has been in the industry since 2023 and is licensed in Delaware and Pennsylvania. David specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses.
SPECIALIZATIONS
WILMINGTON, DE
23 Years Experience
0 Disclosures
ADVISOR BIO
David Skelly is a financial advisor with Osaic Wealth, Inc. David has been working in the financial industry since 2001 and holds the following licenses: Series 6, Series 7, Series 63 and Series 65. David is also a Certified Financial Planner. David has extensive experience working with individuals, families, businesses and retirement plans. David is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
SPECIALIZATIONS
WILMINGTON, DE
31 Years Experience
1 Disclosures
ADVISOR BIO
David Sylvan Cooper is an investment advisor representative with Realta Investment Advisors, Inc. located in Wilmington, Delaware. David has been in the financial services industry since 1994. David has passed the Series 7, Series 31, Series 63, and Series 65 exams. David has worked for a number of financial institutions, including SunTrust Investment Services, Inc., Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Manulife Wood Logan, Inc. David provides financial planning, portfolio management for businesses, and portfolio management for individuals. David is registered with the Securities and Exchange Commission (SEC) and is licensed to provide investment advice in Alabama and Tennessee.
SPECIALIZATIONS
WILMINGTON, DE
28 Years Experience
0 Disclosures
ADVISOR BIO
Dawn Maddox is a registered investment advisor representative with over 20 years of experience in the financial services industry. Dawn has been with Raymond James & Associates, Inc. since 2015. Before that, Dawn was with PNC Investments and Invest Financial Corporation. Dawn holds the Series 7, Series 63, and Series 65 licenses. Dawn's specializations include: portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting, educational seminars, and selection of other advisors.
SPECIALIZATIONS
WILMINGTON, DE
0 Disclosures
ADVISOR BIO
Debra Donlon is a registered investment advisor representative with Wilmington Trust Investment Advisors, Inc. Debra has been working in the financial industry since 1999, and holds the Series 6, 63, 65 and SIE securities licenses. Debra is also a licensed Investment Advisor representative in the state of Maryland.
SPECIALIZATIONS
WILMINGTON, DE
56 Years Experience
0 Disclosures
ADVISOR BIO
Deforest Johnson is a financial advisor with Ameriprise Financial Services, LLC. Deforest is registered with the state of Delaware and Pennsylvania. Deforest specializes in providing financial planning, asset allocation, and portfolio management services to individuals and businesses. Deforest has been in the financial services industry since February 21, 1969, and has experience with various financial products and services.
SPECIALIZATIONS
WILMINGTON, DE
11 Years Experience
0 Disclosures
ADVISOR BIO
Demetrios Karakasidis is a financial advisor at Ameriprise Financial Services, LLC. Demetrios has been in the financial services industry since June 2013 and is registered in Delaware and Texas. Demetrios has a wide range of experience in the financial industry, including experience with Raymond James & Associates, Inc. and Vanguard Marketing Corporation. Demetrios is also licensed to sell insurance products.
SPECIALIZATIONS
WILMINGTON, DE
30 Years Experience
0 Disclosures
ADVISOR BIO
Dennis Valentino is a financial advisor with over 28 years of experience in the industry. Dennis is currently registered with Wells Fargo Advisors Financial Network, LLC and has previously been registered with other firms including Wells Fargo Advisors, LLC, Prudential Securities Incorporated, Legg Mason Wood Walker, Incorporated and Alex. Brown & Sons Incorporated. Dennis has an extensive background in the financial services industry with a focus on portfolio management. Dennis is qualified to offer a variety of advisory services and is licensed to practice in 47 states across the U.S.
SPECIALIZATIONS
Wilmington, DE
0 Disclosures
ADVISOR BIO
Devon Daniels is a financial advisor with Creative Planning, a firm with over $175 billion in regulatory assets under management. Devon has over 25 years of experience in the financial services industry. Devon specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Devon is a Chartered Financial Consultant and holds Series 63, 65, 7 and 1 licenses.
SPECIALIZATIONS
