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Thomas George Delaney

Financial Advocates Investment Management

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About Thomas George Delaney

Thomas Delaney is a registered representative with Financial Advocates Investment Management. Thomas Delaney's experience in the financial industry dates back to July 27, 2004. Thomas Delaney holds licenses in Oregon and Texas. The firm has offices in Olympia, WA and Oregon City, OR. Thomas Delaney provides investment advisory services through Financial Advocates Investment Management, which is separate from and independent of LPL Financial.

Firm Information

Thomas Delaney is currently registered with Financial Advocates Investment Management. Financial Advocates Investment Management is a registered investment advisor headquartered in Olympia, Washington, with a team of 81 licensed agents, 85 investment adviser representatives, and 76 registered representatives. The firm manages approximately $3.85 billion in assets for a diverse client base, including high-net-worth individuals, individuals other than high-net-worth, corporations, pension plans, and charitable organizations. Financial Advocates Investment Management offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting. The firm is committed to providing personalized financial guidance and customized investment solutions to help clients achieve their financial goals.
Financial Advocates Investment Management

1601 COOPER POINT ROAD NW

OLYMPIA, WA 98502

$3.85B

Assets Under Management

113

Total Clients

82

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Delaney’s Registration & Firm History

OR

03/13/2024 - Present

Financial Advocates Investment Management (Oregon City OR)

OR

07/17/2014 - 07/30/2019

WADDELL & REED (PORTLAND OR)

NY

08/25/2005 - 05/24/2007

GFI SECURITIES LLC (NEW YORK NY)

NY

02/05/1998 - 09/01/2005

CHAPDELAINE CORPORATE SECURITIES & CO (NEW YORK NY)

NY

04/17/1997 - 01/14/1998

MCFADDEN, FARRELL & SMITH, L.P. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/01/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/13/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Thomas George Delaney. Review regulatory record here.
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