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WD

William F. Delano

DL WEALTH MANAGEMENT GROUP
San Diego, CA 92121
Some features on this profile are disabled
CRD#: 5006120
WD

Professional summary

William Frederick Delano is a registered financial advisor currently at DL WEALTH MANAGEMENT GROUP located in San Diego, California.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. William has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Frederick Delano's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 20, 2019 - Present

DL WEALTH MANAGEMENT GROUP

Office #1: 6265 Greenwich Drive Suite 150, San Diego, CA 92121
RIA
CRD#: 289085
San Diego, CA
Past

October 1, 2012 - January 5, 2018

FFEC WEALTH PARTNERS LLC

RIA
CRD#: 16507
SAN DIEGO, CA
Past

October 1, 2012 - January 5, 2018

FFEC WEALTH PARTNERS LLC

BD
CRD#: 16507
SAN DIEGO, CA
Past

May 18, 2010 - January 13, 2011

VFG ADVISORS, INC.

RIA
CRD#: 150370
LOS ANGELES, CA
Past

May 17, 2010 - December 14, 2010

VFG SECURITIES, INC.

BD
CRD#: 15121
ENCINITAS, CA
Past

November 9, 2007 - May 19, 2010

WFP SECURITIES

RIA
CRD#: 35098
SAN DIEGO, CA
Past

November 9, 2007 - May 19, 2010

WFP SECURITIES

BD
CRD#: 35098
SAN DIEGO, CA
Past

October 31, 2005 - November 16, 2007

WADDELL & REED

RIA
CRD#: 866
SAN DIEGO, CA
Past

September 28, 2005 - November 16, 2007

WADDELL & REED

BD
CRD#: 866
SAN DIEGO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/20/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/28/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/5/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/27/2005
General Securities Representative Examination

Current Firm

DW
DL WEALTH MANAGEMENT GROUP
DANIEL P. LAFRAMBOISE, INC. | DL WEALTH MANAGEMENT GROUP

CRD#: 289085 / SEC#:

Arizona
Registered Investment Advisory firm - (3/13/2018 Approved)
California
Registered Investment Advisory firm - (1/9/2018 Approved)
Texas
Registered Investment Advisory firm - (3/4/2019 Conditional Restricted)
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Contact information

Main Address
6265 Greenwich Drive Suite 150, San Diego, CA 92121
Mailing Address
Phone number
(858) 875-5838
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DL WEALTH MANAGEMENT GROUP

CRD#: 289085San Diego, CA 92121

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