Thomas Delaney
Thomas Delaney is a registered investment advisor at Independent Advisor Alliance, LLC, based in Oregon City, OR, with 21 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
2895 S Beavercreek Rd, STE 208, Oregon City, OR, 97045
Get directionsHistory
Regulatory History (1)
Financial
February 2019Other Business Activities
Thomas operates Tallus Capital Management as a DBA for his LPL business and Financial Advocates Investment Management. He also provides investment advisory services through Financial Advocates Investment Management, spending nearly full-time on this activity, and manages Bedford Management LLC for tax/investment purposes.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
Waddell & Reed
Waddell & ReedBroker
Gfi Securities LLCBroker
Chapdelaine Corporate Securities & COBroker
Mcfadden, Farrell & Smith, L.P.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.