Robert L Delucas
Investment adviser representative at Afton Advisors, LLC
19 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$109.3MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Afton Advisors, LLCJun 2019 to now
- Park Avenue SecuritiesNov 2007 to Jun 2019
- Peachtree Planning of TennesseeAug 2007 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (MI, TN, TX).
Afton Advisors, LLC
$109.3MAssets managed
177Clients
2Advisers
Under 1 yearIn 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
- 5316809
- Firm CRD
- 300884