Danny
Delgado
Silver Oak Securities, Inc
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About this Advisor
Danny Delgado is a financial advisor based in Chicago, Illinois who has 1 year of industry experience. Delgado is on the advisory team at Silver Oak Securities, Inc. Over the course of their career, they have held roles at Fdic, Depaul University, N/A, 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. Delgado has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, Colorado, Florida, Illinois and Texas. Silver Oak Securities, Inc is a registered investment firm headquartered in Jackson, TN. The firm has offices in 75 locations and a total of 96 people on staff. It manages $1 billion in total assets across its 10,178 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 10,178 client accounts, just 1% are held by high-net-worth investors who have more than $1 million in investable assets. Silver Oak Securities, Inc provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules depend on which services are offered. Fees charged by Silver Oak Securities, Inc can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Silver Oak Securities, Inc Brokerage Details
$1,092,291,574
96
10,178
$107,319
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
Danny has been registered as a financial advisor for 1 years.*
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
Fdic
Depaul University
*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 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
Florence, KY
Alpharetta, GA
Chandler, AZ
Macon, GA
Chicago, IL
Toledo, OH
Louisville, KY
Indianapolis, IN
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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