TD
TD

Timothy Wasil Delpha

9 Years of Experience
Sells Insurance
Areas of Practice
Insurance Planning
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
190 clients
Average Client Portfolio
$278K average
Assets Under Management
$52.7M
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Location

2600 E. Memorial Road, Edmond, OK, 73013

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Timothy is a sole proprietor insurance agent since 2017, dedicating about 10-20% of his time to insurance sales and services. He also owns and manages Delpha Properties, LLC, a weekend lake house rental, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Stagner Financial Advisory
July 2016 - Present · 9 yrs 7 mos
Previous Registrations
Private Client Services, LLCBroker
August 2016 - February 2018 · 1 yr 6 mos
Vsr Financial Services, INC.Broker
March 2016 - August 2016 · 5 mos
State Registrations2 states
OKTX
Advisor
Exams
No exam information available for this advisor.