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Darren Clay Pollock is a registered Investment Advisor Representative in California and Texas. Darren has been working in the financial services industry since July 2000 and is currently employed at Cheviot Value Management, LLC. Darren specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Darren has worked at Cheviot Value Management, LLC since 2010. Darren also provides budget coaching services and insurance consulting services. Darren has a Series 65 license and is an active member of the Investment Adviser Association.
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.
Personalized portfolio management to meet individual financial objectives.
Budget coaching services, insurance consulting 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.
A percentage of the total value of assets under management is charged.
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CA
03/08/2016 - Present
Cheviot Value Management, LLC (BEVERLY HILLS CA)
IA
Issued 08/23/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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