Delphine Hunt (CRD# 6038968) is an Investment Advisor Representative working at Onedigital Investment Advisors in Walnut Creek, CA and has over 11 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors, Inc. | Norcross, GA | Apr 2017 - Current | 7 |
| Resources Investment Advisors | Overland Park, KS | Mar 2017 - Current | 7 |
| Slw Retirement Plan Advisors | Lafayette, CA | Mar 2017 - Current | 7 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- CA
-
Total Assets Under Management107,102MILLIONS
-
Total Number of Accounts57,121ACCOUNTS
-
Average Account Value$1,875,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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