Hardeep Singh (CRD# 5638559) is an Investment Advisor Representative working at Delta Investment Management, LLC in San Francisco, CA and has over 15 years of experience in the finance industry. Hardeep Singh 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# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Delta Investment Management, LLC | San Francisco, CA | Sep 2020 - Current | 3 |
| Wedbush Securities Inc. | San Francisco, CA | Mar 2019 - Sep 2020 | 1 |
| Wells Fargo Clearing Services, LLC | San Francisco, CA | Nov 2016 - Mar 2019 | 2 |
| Wells Fargo Advisors, LLC | San Francisco, CA | Oct 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- CA
-
Total Assets Under Management629MILLIONS
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Total Number of Accounts2,127ACCOUNTS
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Average Account Value$295,656
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, FL, GA, HI, ID, IL, LA, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, WA
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