Timothy Delpha, financial advisor Edmond OK

Timothy Delpha

CRD Number: 6406914
Current Firm: Stagner Financial Advisory

Timothy Delpha (CRD# 6406914) is an Investment Advisor Representative working at Stagner Financial Advisory in Edmond, OK and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Sole Proprietor Insurance Agent Edmond, OK Nov 2017 - Current 6
Stagner Financial Advisory Group, LLC Edmond, OK Jul 2016 - Current 7
Stagner Financial Advisory Edmond, OK Oct 2014 - Current 9
Private Client Services, LLC Louisville, KY Aug 2016 - Feb 2018 1
Vsr Financial Services Inc. Overland Park, KS Feb 2016 - Aug 2016 < 1
High Sierra/ngl Oklahoma City, OK Dec 2011 - Sep 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2016
Contact Info for Timothy W. Delpha
Phone Number: 855-285-0316
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    44
    MILLIONS
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $148,005
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

OK, TX

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