Delaney Heenan is a registered investment advisor, based in Broomall, PA, with 3 years of industry experience.
Location
200 Lawrence Road, Ste 500, Broomall, PA, 19008
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Delaney sells life, health, equity indexed, fixed annuities, and LTC insurance products, dedicating a few hours per week to this activity. Delaney also works as an administrative assistant and financial services client coordinator, spending about a quarter of their time on these duties, and provides tax preparation services for individuals and businesses as an enrolled agent, spending about 10-20% of their time.
Employment History
Current Registrations
Trustmont Financial Group, INC.Broker
Trustmont Advisory Group, INC.
State Registrations2 states
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.