Unclaimed
Darrell Champagne is a financial advisor registered with Edward Jones in Lumberton, TX. Darrell has been in the securities industry since January 15, 2008. Darrell is also registered as an Investment Advisor Representative (IAR) in the state of Texas. In addition to being registered with Edward Jones, Darrell has previously been employed with SUMMIT BROKERAGE SERVICES, INC., LPL FINANCIAL LLC, H.D. VEST INVESTMENT SERVICES, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
09/02/2016 - Present
Edward Jones (Lumberton TX)
TX
06/02/2014 - 09/02/2016
SUMMIT BROKERAGE SERVICES, INC. (BEAUMONT TX)
TX
12/09/2008 - 06/25/2014
LPL FINANCIAL LLC (BEAUMONT TX)
TX
06/13/2008 - 11/25/2008
H.D. VEST INVESTMENT SERVICES (NEDERLAND TX)
TX
12/21/2007 - 05/30/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEAUMONT TX)
BOTH
Issued 01/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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