Delphine Boyle, financial advisor Lafayette CA
93 score

Delphine Boyle

CRD Number: 6038968
Current Firm: Resources Investment Advisors

Delphine Boyle (CRD# 6038968) is an Investment Advisor Representative working at Resources Investment Advisors in Lafayette, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Apr 2017 - Current 1
Resources Investment Advisors Overland Park, KS Mar 2017 - Current 1
Slw Retirement Plan Advisors Lafayette, CA Mar 2017 - Current 1
Arthur J. Gallagher & Company Lafayette, CA Jul 2016 - Mar 2017 < 1
Lpl Financial LLC Danville, CA Oct 2013 - Jun 2016 2
Positively You San Ramon, CA Oct 2010 - Jun 2016 5
Lincoln Financial Securities Corporation San Ramon, CA Jan 2013 - Oct 2013 < 1
Lpl Financial Concord, CA Mar 2012 - Jan 2013 < 1
Boyle Family San Ramon, CA Apr 2000 - Jan 2013 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Delphine C. Boyle
Phone Number: 913-338-5300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,653
    MILLIONS
  • Total Number of Accounts
    5,300
    ACCOUNTS
  • Average Account Value
    $1,066,604
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, LA, MI, MN, MO, MT, NC, ND, NE, NV, NY, OH, OK, OR, PR, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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