JD
JD

John Delaney

22 Years of Experience
Cumberland, MD
Broker

John Delaney is a registered investment advisor at Cetera Investment Advisers LLC, based in Cumberland, MD, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

115 W Harrison Street, Cumberland, MD, 21502

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is a Trust Officer at First United Bank & Trust, but does not provide investment advice. He also serves as Chairman of the Cumberland Housing Alliance and Vice Chairman of the Housing Authority of the City of Cumberland, attending board meetings for a minimal time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2014 - Present · 12 yrs 4 mos
Cetera Investment Services LLCBroker
November 2007 - Present · 18 yrs 6 mos
Previous Registrations
Cetera Investment Services LLC
January 2012 - January 2014 · 2 yrs
American General Financial Advisors, INC.Broker
February 1999 - December 2000 · 1 yr 10 mos
The Variable Annuity Marketing CompanyBroker
September 1998 - December 2000 · 2 yrs 3 mos
Keystone Brokerage, INC.Broker
April 1996 - May 1998 · 2 yrs 1 mo
State Registrations6 states
FLKSMDPAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Delaney - Financial Advisor | TrueAdvisor