Unclaimed
Darrin Bollenbacher is a financial advisor with LPL Financial LLC. Darrin has been in the industry since 2006 and has a strong track record of providing financial advice to individuals and businesses. Darrin is registered with the state of Ohio. Before joining LPL Financial LLC, Darrin worked with MORGAN STANLEY, MML INVESTORS SERVICES, LLC, EQUITY SERVICES, INC., and AXA ADVISORS, LLC. Darrin has a strong background in financial planning, portfolio management, and investment strategies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
01/17/2022 - Present
LPL Financial LLC (LEBANON OH)
NY
03/04/2019 - 01/05/2022
MORGAN STANLEY (New York NY)
OH
01/06/2014 - 07/18/2018
LPL FINANCIAL LLC (LEBANON OH)
OH
02/23/2011 - 12/10/2013
MML INVESTORS SERVICES, LLC (CINCINNATI OH)
OH
03/24/2010 - 02/22/2011
EQUITY SERVICES, INC. (CINCINNATI OH)
OH
06/14/2006 - 03/03/2010
AXA ADVISORS, LLC (CINCINNATI OH)
NY
12/02/2005 - 04/03/2006
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 09/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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