Unclaimed
Darrik Braden Fisk is a financial advisor with over 10 years of experience in the industry. Darrik is currently registered with Charles Schwab & CO., Inc. and has previously worked for First Command Brokerage Services, Inc. and BANC OF AMERICA INVESTMENT SERVICES, INC. Darrik is licensed to provide financial advice in Texas. Darrik holds the Series 7, Series 63 and SIE licenses. Darrik is a Certified Financial Planner. Darrik provides a range of financial services to clients, including financial planning, investment advice and portfolio management. Darrik is committed to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
08/30/2021 - Present
Charles Schwab & CO., Inc. (Southlake TX)
TX
07/22/2019 - 06/08/2021
FIRST COMMAND BROKERAGE SERVICES, INC. (FORT WORTH TX)
TX
06/13/2007 - 12/10/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (DALLAS TX)
RI
05/25/2000 - 11/02/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 08/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/13/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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