Anthony Delane (CRD# 6396785) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 7 years of experience in the finance industry. Anthony Delane 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.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Halbert Hargrove | Long Beach, CA | May 2016 - Current | 7 |
| Ubs Financial Services | Sarasota, FL | Jun 2015 - May 2016 | < 1 |
| Ubs Financial Services | St. Petersburg, FL | Sep 2014 - Jun 2015 | < 1 |
| Eckerd College | St. Petersburg, FL | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- CA
- WA
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Total Assets Under Management2,735MILLIONS
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Total Number of Accounts4,240ACCOUNTS
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Average Account Value$645,054
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, DC, FL, HI, ID, IL, LA, MA, MI, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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