Business Description

Built on Integrity, Backed by Trust.

DeLegge Financial Services was founded in 1962 in Chicago, IL. It has remained a family owned and operated business since inception. Our clients are hand selected and treated with the trust and respect they deserve.

We build successful, long-term client relationships based on trust, open communication, and integrity. Our clients have peace-of-mind about their finances, and are making the best use of their financial, business, and human capital in the pursuit of their life?s passions.

We do our best to improve our clients? future quality of life. This means treating each client individually, since every client has a unique set of circumstances. We work hard at analyzing optimal diversification options to make sure that our clients get the highest expected returns for the lowest assumption of risk.

General Information

Gender:

Male

CRD#:

4094626

Years of Experience in Financial Services:

Education

Academic Background

Graduate of Wells University

Services

Investment Types:

Stocks Mutual Funds, Alternative Investments, Bonds, Bond Mutual Funds, International Investments, Options, Annuities, Stocks

Qualifications & Memberships

Certifications, Accreditations & Designations:

Series 65, Series 7, Insurance License (Life & Health; Long Term Care; Specify below), Series 63, Registered Investment Advisor (RIA) (State or SEC) or RIA representative

Firm Information

Number of Advisors in Office:

10 - 99 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Fee % Based on Assets:

.95

Prepared By:

Larry DeLegge