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Darren M Candiotty

Lifetime Financial, Inc.

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About Darren M Candiotty

Darren Candiotty is a financial professional with over 10 years of experience in the financial services industry. Darren is currently a registered representative with Lifetime Financial, Inc. and has previously worked for Crown Capital Securities, L.P., H. Beck, Inc., MML Investors Services, LLC and Ameriprise Financial Services, Inc. Darren holds the Series 66, Series 7 and SIE licenses. Darren also holds the Chartered Financial Consultant designation. Darren's areas of expertise include portfolio management for individuals and selection of other advisors.

Firm Information

Darren Candiotty is currently registered with Lifetime Financial, Inc.. Lifetime Financial, Inc. is an investment advisor with 9 investment advisor representatives and 4 licensed agents. They manage approximately $42.70 million in regulatory assets for 237 clients. The firm provides portfolio management for individuals and selection of other advisors. They primarily serve high net worth individuals and individuals other than high net worth.

$42.70M

Assets Under Management

Not reported

Total Clients

8

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Acts as a solicitor

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Darren Candiotty’s Registration & Firm History

CA

04/28/2017 - Present

Lifetime Financial, Inc. (LOS ALAMITOS CA)

CA

01/09/2017 - 05/09/2017

CROWN CAPITAL SECURITIES, L.P. (LOS ALAMITOS CA)

CA

11/30/2011 - 12/31/2016

H. BECK, INC. (LAGUNA HILLS CA)

CA

07/10/2008 - 08/31/2011

MML INVESTORS SERVICES, LLC (LOS ALAMITOS CA)

CA

11/07/2007 - 04/02/2008

AMERIPRISE FINANCIAL SERVICES, INC. (LONG BEACH CA)

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Licenses & Designations

BOTH

Issued 01/30/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/09/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Darren M Candiotty.
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