Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darryl? Claim Your ProfileDarryl Randolph Rae is a financial advisor with Aspiriant, LLC. Darryl has been in the financial services industry since 1999. Darryl is registered with the state of California and holds the Series 3, 63, and 7 licenses. Darryl is also a Certified Financial Planner. Darryl's previous work experience includes Stanford Investment Group, Inc. and Barclays Global Investors Services.
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.
Strategic management for diversified investment portfolios.
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.
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2
CA
02/01/2017 - Present
Aspiriant, LLC (Mountain View CA)
CA
02/13/2003 - 01/08/2016
STANFORD INVESTMENT GROUP, INC. (MOUNTAIN VIEW CA)
NY
05/26/1999 - 05/01/2002
BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)
BC
Issued 05/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1999
Series 3 - National Commodity Futures Examination
BC
Issued 05/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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