Danny Delgado (CRD# 6355996) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Chicago, IL and has over 9 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silver Oak Securities | Chicago, IL | Dec 2022 - Current | 1 |
| B. Riley Wealth Management | Chicago, IL | Jul 2022 - Dec 2022 | < 1 |
| B. Riley Wealth Advisors | Chicago, IL | Jan 2019 - Dec 2022 | 3 |
| National Securities Corp | Chicago, IL | Jan 2019 - Jul 2022 | 3 |
| Florida Financial Advisors, Inc. | Tampa, FL | Jul 2018 - Dec 2018 | < 1 |
| Ifs Securities Inc. | Atlanta, GA | Apr 2018 - Dec 2018 | < 1 |
| Mickool, Inc. | Tampa, FL | Mar 2017 - Dec 2018 | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Nov 2014 - Apr 2018 | 3 |
| N/a | Woodstock, IL | Jun 2014 - Aug 2014 | < 1 |
| Fdic | Chicago, IL | Jul 2013 - Jun 2014 | < 1 |
| Depaul University | Chicago, IL | Sep 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2014 |
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
- AZ
- CO
- FL
- IL
- TX
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Total Assets Under Management1,463MILLIONS
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Total Number of Accounts10,311ACCOUNTS
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Average Account Value$141,919
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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