Darrell
Alford

Onedigital Investment Advisors

CRD#1397636
Investment Advisor
in San Diego, CA

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About this Advisor

Darrell Alford is a financial advisor based in San Diego, California, working with Onedigital Investment Advisors. Darrell has previously held positions at Lpl Financial Corporation, Independent Financial Partners, Resources Investment Advisors, and Triad Advisors. Darrell has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Darrell is part of Onedigital Investment Advisors, which operates out of San Diego, California. The firm has 83 offices and 550 employees. The firm manages assets totaling $107.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Onedigital Investment Advisors includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

9276 Scranton Road Suite 550
San Diego, CA 92122

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Onedigital Investment Advisors Brokerage Details

Total Assets Under Management

$107,102,318,821

CA Average: $2,243,162,756
Total Number of Employees

550

CA Average: 44
Total Number of Accounts

57,121

CA Average: 4,091
Average Account Size

$1,875,008

CA Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Darrell Alford Work History

2019 - Present (5 years)

Triad Advisors

2018 - Present (6 years)

Resources Investment Advisors

2012 - 2018 (6 years)

Independent Financial Partners

2010 - 2018 (8 years)

Lpl Financial Corporation

Disclosures

Please visit the SEC profile of Darrell Alford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Onedigital Investment Advisors

Brandon Cutler
Overland Park, KS
Landon Strickland
Overland Park, KS
Robert Bockel
Overland Park, KS
Kevin Lyons
Sarasota, FL
Jonas Boyer
Overland Park, KS
Ashley Hudson
Pensacola, FL
Marisa Ricottone
Brooklyn, NY
Shemar Etienne
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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