John Delaney, financial advisor Borrego Springs CA
93 score

John Delaney

CRD Number: 1035765
Current Firm: Pacific Capital Associates, Inc.

John Delaney (CRD# 1035765) is an Investment Advisor Representative working at Pacific Capital Associates, Inc. in Borrego Springs, CA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Crawford Capital Management, Inc. Borrego Springs, CA Sep 2017 - Current < 1
Girard Securities, Inc. Borrego Springs, CA Aug 2002 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1988
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for John A. Delaney
Phone Number: 858-560-5244
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States


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

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