Paul C Deloria
Investment adviser representative at LPL Financial LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Esl Investment Services, LLCJun 2018 to now
- LPL Financial LLCJun 2018 to now
- Mama Llama ProductionsJan 2018 to now
- Jody B Inc. dba Jody B's Studio of DanceSep 2006 to now
- Esl Federal Credit UnionMay 2018 to Oct 2019
- JPMorgan Chase BankJun 2014 to May 2018
- JPMorgan Securities LLCJun 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4770115
- Firm CRD
- 6413