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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darin? Claim Your ProfileDarin Stevens is a financial advisor with LPL Financial LLC. Darin Stevens has over 20 years of experience in the financial services industry. Darin Stevens is registered with the state of Georgia and Texas as an Investment Advisor Representative. Darin Stevens is also a Certified Financial Planner. Darin Stevens has previously worked for Invest Financial Corporation and Royal Alliance Associates, Inc. Darin Stevens provides financial planning, portfolio management, and other advisory services to individuals, businesses, and retirement plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
10/13/2022 - Present
LPL Financial LLC (CHAMBLEE GA)
GA
02/17/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (DULUTH GA)
GA
12/06/2000 - 02/11/2009
ROYAL ALLIANCE ASSOCIATES, INC. (SNELLVILLE GA)
NY
04/10/2000 - 12/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/23/2002
Series 4 - Registered Options Principal Examination
BC
Issued 01/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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