Danny
Delgado
Silver Oak Securities, Inc
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About this Advisor
Danny Delgado is a financial advisor based in Chicago, Illinois, working with Silver Oak Securities, Inc. Danny has previously held positions at Mickool, Inc, Purshe Kaplan Sterling Investments, Ifs Securities Inc, Florida Financial Advisors, Inc, National Securities Corp, B. Riley Wealth Advisors, B. Riley Wealth Management, and Silver Oak Securities. Danny has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Colorado, Florida, Illinois, and Texas. Currently, Danny is part of Silver Oak Securities, Inc, which operates out of Chicago, Illinois. The firm has 76 offices and 105 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Silver Oak Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Silver Oak Securities, Inc Brokerage Details
$1,463,326,334
105
10,311
$141,919
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Danny Delgado Work History
Silver Oak Securities
B. Riley Wealth Management
National Securities Corp
B. Riley Wealth Advisors
Ifs Securities Inc
Florida Financial Advisors, Inc
Mickool, Inc
N/A
Purshe Kaplan Sterling Investments
Disclosures
Please visit the SEC profile of Danny Delgado 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 Silver Oak Securities, Inc
Lexington, KY
West Des Moines, IA
Chicago, IL
Alpharetta, GA
Indianapolis, IN
Florence, KY
Beachwood, OH
Brentwood, TN
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