Lynn D Delprado Araneta

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1981 → 11/2018
  Signator Investors, Inc.
  Boston, MA
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Livingston, NJ

Other Businesses

1. ACORN FINANCIAL SERVICES INC POSITION: Financial Adviser NATURE: Corporation, Financial Services, Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 05/14/2002 ADDRESS: 290 W MOUNT PLEASANT AVE STE 2300, LIVINGSTON NJ 07039-2764, United States DESCRIPTION: Retirement, Insurance, Investment and College Education planning and implementation - processing applications and assistance with client inquiries 2. INSURANCE BROKERAGE POSITION: Insurance Agent NATURE: Term and Universal Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/09/1981 ADDRESS: 290 W MOUNT PLEASANT AVE STE 2300, LIVINGSTON NJ 07039-2764, United States DESCRIPTION: Term Insurance, Universal Life Insurance coverage for Family Protection, Fixed Annuities for conservative clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-07-31

Designations

• Chartered Financial Consultant

Other Names

• Lynn D Delprardo Araneta
• Lynn Bicierro Delprado
• Lynn Delpradoaraneta