DH
DH

Delaney Heenan

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
3,945 clients
Average Client Portfolio
$285K average
Assets Under Management
$1.1B

Fee Structure

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Location

200 Lawrence Road, Ste 500, Broomall, PA, 19008

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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

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
November 2022 - Present · 3 yrs 3 mos
Trustmont Advisory Group, INC.
November 2022 - Present · 3 yrs 3 mos
State Registrations2 states
NJPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.