Darrell
Alford

Onedigital Investment Advisors

CRD#1397636
Investment Advisor
in San Diego, CA

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About this Advisor

Darrell Alford is a chartered financial consultant who works out of San Diego, California with a total of 5 years of relevant experience. Alford is on the advisory team at Onedigital Investment Advisors. During their career, Alford has held roles at Lpl Financial Corporation, Independent Financial Partners, Resources Investment Advisors and Triad Advisors. Alford holds Series 63 and Series 66 licenses, designating them as a securities broker, and can advise clients in California. Onedigital Investment Advisors is an advisory company that has its headquarters in Overland Park, KS. It has offices in 73 locations and a total of 550 people on staff. It administers $89 billion in assets across its 25,199 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 97 charities and foundations. Of its 25,199 customer accounts, just 5% belong to high-net-worth investors who have at least $1 million in investable assets. Onedigital Investment Advisors has a broad array of services, including 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. Fees for financial advice usually depend on the type of services offered. Fees billed by Onedigital Investment Advisors can include any blend of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years Registered*

5 years

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

$89,148,595,824

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

550

CA Average: 44
Total Number of Accounts

25,199

CA Average: 4,091
Average Account Size

$3,537,783

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

Darrell has been registered as a financial advisor for 5 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

John Nemmers
Overland Park, KS
Ruth Rivera
Round Rock, TX
Ashley Hudson
Pensacola, FL
Robert Bockel
Overland Park, KS
Brandon Kempin
Overland Park, KS
Kevin Savage
Overland Park, KS
Michael Goddard
Torrance, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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