Christine Dalonzo (CRD# 3026739) is an Investment Advisor Representative working at Invicta Advisors LLC in Havertown, PA and has over 25 years of experience in the finance industry.
CRD# 2840166
Independence Square Holdings, LLC
CRD# 2510341
Fidelity Personal And Workplace Advisors
CRD# 4310343
Gladstone Wealth Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invicta Capital | Monroeville, PA | Dec 2021 - Current | 2 |
| Pennsylvania Society Of Public Accountants | Lemoyne, PA | May 2010 - Current | 14 |
| D'alonzo Associates | Havertown, PA | Sep 2007 - Current | 16 |
| Christine D'alonzo | Havertown, PA | Jan 1995 - Current | 29 |
| Avantax Investment Services, Inc. | Broomall, PA | Jan 2013 - Dec 2021 | 8 |
| Avantax Advisory Services | Broomall, PA | Jan 2013 - Dec 2021 | 8 |
| Avantax Insurance Agency, LLC | Broomall, PA | Jan 2013 - Dec 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
- PA
-
Total Assets Under Management192MILLIONS
-
Total Number of Accounts1,192ACCOUNTS
-
Average Account Value$161,311
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, DE, FL, IL, LA, MI, NJ, OH, PA, TX, VT, WA, WV
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