Delon Thomas Mansour
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$234.9BFirm 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Osaic Wealth, Inc.Nov 2024 to now
- Kestra Advisory Services, LLCJan 2023 to Nov 2024
- Kestra Investment Services, LLCJan 2023 to Nov 2024
- LPL Financial LLCMay 2015 to Jan 2023
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 5531114
- Firm CRD
- 23131