Richard Delio

Finance

Profile

Mr. Richard Delio is Regional Vice President at Zacks Investment Management, Inc. He has more than 25 years’ experience building wealth for his clients.
He has broad knowledge of financial markets and extensive experience constructing well-balanced portfolios and implementing financial plans for his clients.
He will be responsible for managing client relationships in South Florida.
Mr. Delio was previously employed as Branch Manager & Financial Advisor by LPL Financial Corp.

Former positions of Richard Delio

Companies	Position	End
LPL Financial LLC LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.	Corporate Officer/Principal	-
Zacks Investment Management, Inc. Zacks Investment Management, Inc. Investment ManagersFinance Zacks Investment Management, Inc. (ZIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Ben Zacks in 1992 and is a subsidiary of Zacks Investment Research, Inc., owned by The Greenwood Trust. ZIM manages separate accounts, public and private pooled investment vehicles, and is an adviser to several wrap-fee programs.	Corporate Officer/Principal	-

See the detail of Richard Delio's experience

Experiences
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Private companies