Anthony Morley (CRD# 5684950) is an Investment Advisor Representative working at Delphi Value Investments, LLC in Tempe, AZ and has over 14 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cove Communities | Phoenix, AZ | Mar 2023 - Current | 1 |
| Delphi Value Investments | Tempe, AZ | Jan 2012 - Current | 12 |
| Rj's Outdoor, Inc. | Chamberlain, SD | Jan 2000 - Current | 24 |
| Double Barrel Land Company | Chamberlain, SD | Aug 2005 - Jan 2020 | 14 |
| Bossert Capital LLC | Minneapolis, MN | Jan 2017 - Jan 2019 | 2 |
| Massmutual Insurance Company | Minneapolis, MN | Jun 2009 - Dec 2015 | 6 |
| Financial Concepts | Plymouth, MN | Sep 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2009 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
- AZ
- MN
- SD
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts38ACCOUNTS
-
Average Account Value$100,139
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, MN, SD
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