Unclaimed
Darrin Conrad is a financial advisor with LPL Financial LLC. Darrin has been in the financial services industry since 2001. Prior to joining LPL Financial LLC, Darrin was employed by Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Edward Jones. Darrin holds licenses in 19 states and provides financial services to a wide range of clients, including individuals, corporations, charitable organizations, and pension plans.
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
NV
01/10/2022 - Present
LPL Financial LLC (LAS VEGAS NV)
CA
07/21/2011 - 06/14/2016
WELLS FARGO ADVISORS, LLC (MODESTO CA)
CA
06/01/2009 - 08/04/2011
MORGAN STANLEY SMITH BARNEY (MODESTO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MODESTO CA)
CA
11/17/2006 - 04/02/2007
MORGAN STANLEY DW INC. (MODESTO CA)
CA
03/12/2001 - 11/27/2006
EDWARD JONES (OAKDALE CA)
IA
02/08/2001 - 03/06/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 03/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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