Unclaimed
Darrin Markey is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with Independent Advisor Alliance, LLC, and holds a Series 66 license. Previously, Darrin worked with UBS Financial Services Inc., A. G. Edwards & Sons, Inc., Raymond James Financial Services, Inc., and other firms. Darrin provides investment advisory services and financial planning to individuals, families, businesses, and non-profit organizations. He specializes in retirement planning, college savings, estate planning, and wealth management. Darrin is dedicated to helping clients reach 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.
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.
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.
1
2
FL
03/19/2019 - Present
Independent Advisor Alliance, LLC (Gainesville FL)
FL
03/30/2007 - 05/21/2009
UBS FINANCIAL SERVICES INC. (GAINSVILLE FL)
FL
12/05/2001 - 04/03/2007
A. G. EDWARDS & SONS, INC. (GAINESVILLE FL)
FL
05/16/2001 - 12/11/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
04/15/1999 - 05/31/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
FL
12/03/1996 - 03/03/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NY
05/08/1991 - 10/09/1996
QUICK & REILLY, INC. (NEW YORK NY)
NE
03/27/1990 - 04/29/1991
WATERHOUSE SECURITIES, INC. (OMAHA NE)
FL
11/07/1989 - 01/25/1990
INVESTACORP, INC. (MIAMI FL)
NA
09/15/1988 - 12/16/1988
THE STUART-JAMES COMPANY, INCORPORATED
NA
04/19/1988 - 07/23/1988
THE STUART-JAMES COMPANY, INCORPORATED
BOTH
Issued 03/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/15/1994
Series 4 - Registered Options Principal Examination
BC
Issued 11/16/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/08/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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