Mark Delgadillo Email & Phone Number
Senior Financial Advisor @ SFE Investment Counsel Inc.
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Mark Delgadillo Location
- Goleta, CA, US
Mark Delgadillo Work
- 2020 -now Senior Financial Advisor @
- 2010 -2020 Senior Vice President, Financial Advisor @ D.A. Davidson Companies
- 1986 -2005 Financial Advisor @ Morgan Stanley Smith Barney
Mark Delgadillo Education
- University of California, Santa Barbara
Bachelor of Arts (Business Economics)
1979-1982 - Sana Barbara City College 1977-1979
Mark Delgadillo Skills
- Investments
- Investment Strategies
- Asset Allocation
- Retirement Planning
- Wealth Management
- Mutual Funds
- Series 63
- Equities
- Alternative Investments
- Asset Management
- Portfolio Management
- Investment Advisory
- Securities
- Strategic Financial Planning
Mark Delgadillo Summary
- Mark Delgadillo, based in Goleta, CA, US, is currently a Senior Financial Advisor at SFE Investment Counsel Inc.. Mark Delgadillo brings experience from previous roles at D.A. Davidson Companies and Morgan Stanley Smith Barney. Mark Delgadillo holds a 1979 - 1982 Bachelor of Arts in Business Economics @ University of California, Santa Barbara. With a robust skill set that includes Investments, Investment Strategies, Asset Allocation, Retirement Planning, Wealth Management and more. Mark Delgadillo has 3 emails and 1 mobile phone numbers on RocketReach.
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Others Named Mark Delgadillo
Mark Delgadillo
Senior Financial Advisor
Goleta, CA, US
Top SFE Investment Counsel Inc. Employees
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Mark Delgadillo
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Jon Kmett
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Charlotte Salinas
Client Specialist
United States
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