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Ilda Theodora O'Brien is a financial advisor professional located in Hanover, MA. They specialize in financial advisory.
Ilda Theodora O'Brien - Delta Wealth Management, Llc holds an active professional license (FINRA CRD) for your protection.
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Ilda Theodora O'Brien operates Delta Wealth Management, LLC in Hanover, Massachusetts, offering financial advisory services. The firm is registered with FINRA under CRD license number 2648059, which subjects it to regulatory oversight and compliance standards. O'Brien works with clients seeking guidance on wealth management matters. The business is based in Hanover and serves the local area.
A FINRA CRD license indicates that Delta Wealth Management is registered with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and investment advisors in the United States. This registration means the firm and its representatives have undergone background checks and comply with FINRA rules governing conduct, disclosures, and client protections. The CRD (Central Registration Depository) number is a unique identifier that allows clients to verify the firm's regulatory status and disciplinary history through FINRA's public database.