Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delphine? Claim Your ProfileDelphine Hunt is a financial advisor with Onedigital Investment Advisors. Delphine has been in the financial services industry since 2012 and is registered with the state of California. Delphine specializes in providing financial planning, portfolio management, and retirement planning services to individuals, businesses, and retirement plans. She is also a retirement plan consultant for Resources Investment Advisors and Teros Advisors.
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
04/03/2017 - Present
Onedigital Investment Advisors (Walnut Creek CA)
CA
04/25/2017 - 12/31/2019
TRIAD ADVISORS LLC (Lafayette CA)
CA
07/07/2016 - 03/28/2017
KESTRA INVESTMENT SERVICES, LLC (LAFAYETTE CA)
CA
10/15/2013 - 07/25/2016
LPL FINANCIAL LLC (DANVILLE CA)
CA
01/09/2013 - 11/12/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (SAN RAMON CA)
CA
03/26/2012 - 01/28/2013
LPL FINANCIAL LLC (CONCORD CA)
BOTH
Issued 09/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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