Denise DelaneyCRD Number: 1800794
Current Firm: Index Fund Advisors, Inc.
Denise Delaney (CRD# 1800794) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 29 years of experience in the finance industry. Denise Delaney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Index Fund Advisors, Inc.||Irvine, CA||Dec 2005 - Current||11|
|Engemann Asset Management (fka Roger Engemann & Associates, Inc)||Pasadena, CA||Jun 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1988|
|S65||NASAA Investment Advisors Law Examination||Nov 1992|
Total Assets Under Management2,727MILLIONS
Total Number of Accounts5,598ACCOUNTS
Average Account Value$487,141
- A percentage of assets under your management
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV