DL
DL

Delvis Llanes

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
5,484 clients
Average Client Portfolio
$974K average
Assets Under Management
$5.3B

Fee Structure

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Location

801 Brickell Ave, Suite 900, Miami, FL, 33131

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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 ActivitiesSells Insurance

Delvis is an independent agent for various fixed insurance products, receiving commissions and dedicating about a quarter of his time to this activity. Delvis also owns Miami Charter Group, LLC, which offers private yacht charters.

Employment History
Current Registrations
Dynamic
July 2013 - Present · 12 yrs 7 mos
Previous Registrations
Argentus Advisors, LLC
June 2013 - July 2013 · 1 mo
Allegiant Financial Advisors, LLC
September 2009 - January 2017 · 7 yrs 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.