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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Tfo-Tdc, LLC 6 years, 8 months Jan 2010 - Present
Tdc St. Louis LLC 1 year, 3 months Mar 2008 - Jun 2009
Husch Family Office, LLC 3 years Jun 2006 - Jun 2009
LPL Financial LLC 16 years, 9 months Jun 1993 - Mar 2010
Tdc Companies, Inc. 30 years, 4 months May 1986 - Present
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Cleves Richard Delp?
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Designations & Memberships

  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.

Articles and Answers

Insights by Cleves Delp

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Nov 5, 2015
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    1
  • as of date
    Nov 5, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Tfo-Tdc, LLC

Last updated on Aug. 23, 2016
    • $1.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $449.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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