Thomas George Delaney

Employer firm

Independent Advisor Alliance, LLC CRD 168267

$17.2B regulatory AUM 533 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 07/2019
  Waddell & Reed, Inc
  Portland, OR
• 06/2014 → 07/2019
  Various Insurance Carriers For W & R Insurance Agencies
  Portland, OR
• 01/2017 → 07/2019
  Cole Mills
  Portland, OR
• 01/2017 → 07/2019
  Bridgetown Wealth Management (Dba)
  Portland, OR
• 02/2017 → 07/2019
  Felipe Jasso
  Portland, OR
• 02/2017 → 08/2018
  Danielle Mills
  Portland, OR
• 03/2018 → 07/2019
  Jacob Mills
  Portland, OR
• 08/2019 → Present
  Lpl Financial, Llc
  Oregon City, OR
• 09/2019 → 08/2025
  Financial Advocates Investment Management
  Oregon City, OR
• 08/2025 → Present
  Independent Advisor Alliance
  Charlotte, NC

Previous Registrations

• 2019-09-20 → 2025-09-25
  Financial Advocates Investment Management
  Olympia, WA
  Oregon City, OR
• 2014-10-21 → 2019-07-30
  Waddell & Reed
  Seattle, WA

Other Businesses

1. 08/28/2019 - Tallus Capital Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 10/24/2019 - Bedford Management LLC - Not investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:10/21/2019 - 0 hrs/mo - 0 hrs during trading. 3. 09/04/2025 - Tallus Capital Management - Registered Investment Advisor DBA - investment related - At reported business location(s) - Start date:08/29/2025 - 220 hrs/mo - 130 hrs during trading. 4. 09/04/2025 - Independent Advisor Alliance, LLC - Registered Investment Advisor Hybrid - Investment related - At reported business location(s) - Start date:08/29/2025 - 220 hrs/mo - 130 hrs during trading. I provide investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 220 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2014-08-01
• S63 Uniform Securities Agent State Law Examination
  2006-03-13

Other Names

• Tom Delaney
• Thomas G Delaney