Michael Delgado (CRD# 7696796) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sherwood, OR and has 1 year of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Insurance Agency | Sherwood, OR | Jul 2023 - Current | < 1 |
| Sate Farm Vp Management Corp | Sherwood, OR | Jul 2023 - Current | < 1 |
| State Farm Investment Management Corp | Sherwood, OR | Jul 2023 - Current | < 1 |
| State Farm Vp Management Corp | Portland, OR | Feb 2023 - Jul 2023 | < 1 |
| Jared Dean Insurance Agency | Portland, OR | Oct 2021 - Jul 2023 | 1 |
| Brian Koenig Insurance Agency | Wilsonville, OR | Feb 2015 - Oct 2021 | 6 |
| Service Team Of Professionals | Tualatin, OR | Aug 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2023 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OR
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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