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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darrell? Claim Your ProfileDarrell Thomas Alford is a financial advisor with over 30 years of experience in the industry. Darrell is currently affiliated with Onedigital Investment Advisors and has a history of working with LPL Financial LLC and TRIAD ADVISORS LLC. Darrell specializes in working with high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Darrell has extensive experience in retirement plan consulting and wealth management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
12/03/2018 - Present
Onedigital Investment Advisors (San Diego CA)
CA
01/02/2019 - 08/23/2024
TRIAD ADVISORS LLC (San Diego CA)
CA
11/30/2010 - 12/31/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
10/31/2006 - 11/30/2010
NRP FINANCIAL, INC. (SAN DIEGO CA)
CA
06/14/2004 - 10/24/2006
QA3 FINANCIAL CORP. (SAN DIEGO CA)
IA
01/14/2004 - 06/11/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
06/19/2001 - 01/12/2004
MMC SECURITIES CORP. (NEW YORK NY)
IA
09/04/1985 - 06/01/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 02/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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