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Darren Lane Whitehurst

Windsor Capital Management, LLC

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About Darren Lane Whitehurst

Darren Whitehurst is an investment advisor representative at Windsor Capital Management, LLC. Darren has been in the industry since 1993 and is registered with the state of Arizona. Darren has passed the Series 63, Series 65, and Series 8 exams. Darren's experience includes working at Charles Schwab & Co., Inc. and Franklin-Lord, Inc. Darren specializes in providing advisory consulting services, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Darren Whitehurst is currently registered with Windsor Capital Management, LLC. Windsor Capital Management, LLC is an investment advisor based in Phoenix, Arizona. The firm provides advisory consulting services, financial planning, pension consulting, and portfolio management services for individuals, businesses, and pension and profit-sharing plans. As of the most recent reporting, the firm manages approximately $664,971,197 in assets for 1,195 clients.
Windsor Capital Management, LLC

20860 NORTH TATUM BLVD.

PHOENIX, AZ 85050

$664.97M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting services

Advisory consulting services

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Darren Whitehurst’s Registration & Firm History

AZ

06/07/2010 - Present

Windsor Capital Management, LLC (PHOENIX AZ)

TX

01/23/1993 - 02/05/1999

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

AZ

01/21/1993 - 02/08/1993

FRANKLIN-LORD, INC. (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 05/19/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/12/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/30/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/04/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Darren Lane Whitehurst.
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